Bank of New York Mellon’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $919M | Buy |
4,050,681
+78,145
| +2% | +$16.5M | 0.15% | 119 |
|
|
2026
Q1 | $785M | Sell |
3,972,536
-55,900
| -1% | -$11M | 0.14% | 136 |
|
|
2025
Q4 | $748M | Buy |
4,028,436
+15,503
| +0.4% | +$2.9M | 0.13% | 139 |
|
|
2025
Q3 | $715M | Sell |
4,012,933
-3,026
| -0.1% | -$497K | 0.13% | 144 |
|
|
2025
Q2 | $617M | Buy |
4,015,959
+125,838
| +3% | +$18.8M | 0.12% | 163 |
|
|
2025
Q1 | $596M | Buy |
3,890,121
+5,447
| +0.1% | +$776K | 0.12% | 172 |
|
|
2024
Q4 | $490M | Buy |
3,884,674
+117,170
| +3% | +$15.4M | 0.09% | 205 |
|
|
2024
Q3 | $482M | Sell |
3,767,504
-258,654
| -6% | -$30.2M | 0.09% | 206 |
|
|
2024
Q2 | $420M | Buy |
4,026,158
+139,430
| +4% | +$13.7M | 0.08% | 224 |
|
|
2024
Q1 | $363M | Sell |
3,886,728
-103,515
| -3% | -$9.37M | 0.07% | 251 |
|
|
2023
Q4 | $360M | Buy |
3,990,243
+16,344
| +0.4% | +$1.42M | 0.07% | 246 |
|
|
2023
Q3 | $326M | Sell |
3,973,899
-69,312
| -2% | -$5.7M | 0.07% | 250 |
|
|
2023
Q2 | $327M | Sell |
4,043,211
-20,396
| -0.5% | -$1.57M | 0.07% | 259 |
|
|
2023
Q1 | $291M | Sell |
4,063,607
-130,535
| -3% | -$9.47M | 0.06% | 277 |
|
|
2022
Q4 | $275M | Buy |
4,194,142
+92,190
| +2% | +$5.93M | 0.06% | 278 |
|
|
2022
Q3 | $264M | Buy |
4,101,952
+38,632
| +1% | +$3.02M | 0.06% | 278 |
|
|
2022
Q2 | $335M | Buy |
4,063,320
+86,497
| +2% | +$7.7M | 0.08% | 229 |
|
|
2022
Q1 | $382M | Buy |
3,976,823
+44,787
| +1% | +$3.89M | 0.07% | 240 |
|
|
2021
Q4 | $337M | Sell |
3,932,036
-236,828
| -6% | -$19.7M | 0.06% | 282 |
|
|
2021
Q3 | $344M | Sell |
4,168,864
-117,279
| -3% | -$10.1M | 0.07% | 261 |
|
|
2021
Q2 | $356M | Sell |
4,286,143
-31,734
| -0.7% | -$2.43M | 0.07% | 256 |
|
|
2021
Q1 | $309M | Buy |
4,317,877
+305,526
| +8% | +$20.5M | 0.06% | 271 |
|
|
2020
Q4 | $259M | Sell |
4,012,351
-408,247
| -9% | -$24.8M | 0.06% | 296 |
|
|
2020
Q3 | $244M | Buy |
4,420,598
+23,009
| +0.5% | +$1.26M | 0.06% | 279 |
|
|
2020
Q2 | $228M | Sell |
4,397,589
-158,845
| -3% | -$7.81M | 0.06% | 272 |
|
|
2020
Q1 | $209M | Sell |
4,556,434
-300,527
| -6% | -$22.2M | 0.07% | 242 |
|
|
2019
Q4 | $397M | Sell |
4,856,961
-208,521
| -4% | -$17.9M | 0.1% | 183 |
|
|
2019
Q3 | $459M | Sell |
5,065,482
-600,867
| -11% | -$52.3M | 0.13% | 156 |
|
|
2019
Q2 | $462M | Buy |
5,666,349
+246,412
| +5% | +$19.4M | 0.13% | 157 |
|
|
2019
Q1 | $421M | Sell |
5,419,937
-344,670
| -6% | -$25.9M | 0.12% | 158 |
|
|
2018
Q4 | $400M | Sell |
5,764,607
-537,731
| -9% | -$36.6M | 0.13% | 150 |
|
|
2018
Q3 | $405M | Buy |
6,302,338
+71,477
| +1% | +$4.62M | 0.1% | 188 |
|
|
2018
Q2 | $391M | Sell |
6,230,861
-150,573
| -2% | -$8.39M | 0.11% | 183 |
|
|
2018
Q1 | $347M | Sell |
6,381,434
-2,343,337
| -27% | -$132M | 0.1% | 211 |
|
|
2017
Q4 | $556M | Buy |
8,724,771
+1,132,042
| +15% | +$76M | 0.15% | 136 |
|
|
2017
Q3 | $534M | Buy |
7,592,729
+768,861
| +11% | +$55.9M | 0.15% | 137 |
|
|
2017
Q2 | $511M | Sell |
6,823,868
-44,417
| -0.6% | -$3.25M | 0.14% | 150 |
|
|
2017
Q1 | $486M | Sell |
6,868,285
-717,503
| -9% | -$48.4M | 0.13% | 153 |
|
|
2016
Q4 | $508M | Sell |
7,585,788
-1,085,255
| -13% | -$71.9M | 0.15% | 139 |
|
|
2016
Q3 | $648M | Buy |
8,671,043
+67,025
| +0.8% | +$5.13M | 0.19% | 105 |
|
|
2016
Q2 | $655M | Buy |
8,604,018
+53,325
| +0.6% | +$3.79M | 0.2% | 104 |
|
|
2016
Q1 | $593M | Buy |
8,550,693
+96,923
| +1% | +$6.25M | 0.18% | 115 |
|
|
2015
Q4 | $575M | Buy |
8,453,770
+1,859,702
| +28% | +$121M | 0.17% | 120 |
|
|
2015
Q3 | $447M | Buy |
6,594,068
+120,026
| +2% | +$8.02M | 0.14% | 148 |
|
|
2015
Q2 | $425M | Sell |
6,474,042
-428,901
| -6% | -$30.8M | 0.12% | 177 |
|
|
2015
Q1 | $534M | Buy |
6,902,943
+526,052
| +8% | +$41.4M | 0.14% | 149 |
|
|
2014
Q4 | $483M | Sell |
6,376,891
-501,310
| -7% | -$35.8M | 0.13% | 174 |
|
|
2014
Q3 | $429M | Buy |
6,878,201
+1,080,704
| +19% | +$69.7M | 0.12% | 178 |
|
|
2014
Q2 | $363M | Buy |
5,797,497
+1,499,462
| +35% | +$94.4M | 0.1% | 217 |
|
|
2014
Q1 | $256M | Sell |
4,298,035
-362,501
| -8% | -$20.7M | 0.07% | 295 |
|
|
2013
Q4 | $250M | Buy |
4,660,536
+3,277
| +0.1% | +$195K | 0.07% | 293 |
|
|
2013
Q3 | $291M | Sell |
4,657,259
-12,798
| -0.3% | -$814K | 0.09% | 244 |
|
|
2013
Q2 | $313M | Buy |
+4,670,057
| New | +$332M | 0.1% | 207 |
|
Other funds holding WELL
CIM
DPIM
Bank of New York Mellon's WELL Position: Q2 2026 in Review
Bank of New York Mellon increased its Welltower (WELL) stake by 2% in Q2 2026, buying an estimated $16.5M and bringing the position to 4,050,681 shares worth $919M. The position accounts for 0.15% of the portfolio, ranked #119.
Bank of New York Mellon first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 975 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Bank of New York Mellon held 4,050,681 shares of Welltower worth $919M as of Q2 2026.
- Bank of New York Mellon bought 78,145 Welltower shares in Q2 2026, an estimated $16.5M.
- Welltower made up 0.15% of Bank of New York Mellon's portfolio in Q2 2026, its #119 holding.
- Bank of New York Mellon first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- 975 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.