Barclays
WELL icon

Barclays’s Welltower WELL Stock Holding History

Barclays’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,200
Closed -$373K – 5624
2020
Q2 		$373K Sell
7,200
-21,200
-75% -$1.04M ﹤0.01% 3583
2020
Q1 		$1.3M Buy
28,400
+19,600
+223% +$1.45M ﹤0.01% 2695
2019
Q4 		$720K Sell
8,800
-1,000
-10% -$85.6K ﹤0.01% 3964
2019
Q3 		$888K Buy
9,800
+4,300
+78% +$374K ﹤0.01% 3774
2019
Q2 		$448K Buy
5,500
+2,300
+72% +$181K ﹤0.01% 4411
2019
Q1 		$248K Sell
3,200
-35,400
-92% -$2.66M ﹤0.01% 4662
2018
Q4 		$2.68M Buy
38,600
+5,500
+17% +$374K ﹤0.01% 2110
2018
Q3 		$2.13M Sell
33,100
-4,700
-12% -$304K ﹤0.01% 2806
2018
Q2 		$2.37M Buy
37,800
+3,300
+10% +$184K ﹤0.01% 2408
2018
Q1 		$1.88M Sell
34,500
-19,100
-36% -$1.08M ﹤0.01% 2523
2017
Q4 		$3.42M Buy
53,600
+13,700
+34% +$920K ﹤0.01% 1952
2017
Q3 		$2.8M Sell
39,900
-200
-0.5% -$14.5K ﹤0.01% 2024
2017
Q2 		$3M Sell
40,100
-5,000
-11% -$365K ﹤0.01% 1881
2017
Q1 		$3.19M Buy
45,100
+4,200
+10% +$283K ﹤0.01% 1665
2016
Q4 		$2.74M Buy
40,900
+33,100
+424% +$2.19M ﹤0.01% 1864
2016
Q3 		$583K Sell
7,800
-5,300
-40% -$406K ﹤0.01% 3096
2016
Q2 		$998K Buy
13,100
+900
+7% +$63.9K ﹤0.01% 2611
2016
Q1 		$842K Buy
12,200
+1,300
+12% +$83.8K ﹤0.01% 2678
2015
Q4 		$741K Buy
10,900
+3,700
+51% +$241K ﹤0.01% 2883
2015
Q3 		$482K Buy
7,200
+2,400
+50% +$160K ﹤0.01% 3375
2015
Q2 		$312K Buy
4,800
+3,400
+243% +$244K ﹤0.01% 3845
2015
Q1 		$108K Sell
1,400
-3,900
-74% -$307K ﹤0.01% 4799
2014
Q4 		$398K Sell
5,300
-12,600
-70% -$900K ﹤0.01% 4088
2014
Q3 		$1.11M Buy
17,900
+6,000
+50% +$387K ﹤0.01% 3237
2014
Q2 		$738K Sell
11,900
-11,900
-50% -$749K ﹤0.01% 3620
2014
Q1 		$1.4M Sell
23,800
-11,000
-32% -$629K ﹤0.01% 2893
2013
Q4 		$1.84M Buy
34,800
+12,200
+54% +$726K ﹤0.01% 2757
2013
Q3 		$1.4M Sell
22,600
-9,800
-30% -$623K ﹤0.01% 2969
2013
Q2 		$2.17M Buy
+32,400
New +$2.3M ﹤0.01% 2460

Other funds holding WELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays's WELL Position: Q3 2026 in Review

Barclays increased its Welltower (WELL) stake by 19% in Q3 2026, buying an estimated $45.9M and bringing the position to 1,214,461 shares worth $280M. The position accounts for 0.06% of the portfolio, ranked #220.

Barclays first reported a position in WELL in Q2 2013 and has held it in 54 quarters since. The position peaked at $335M in Q1 2026. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Barclays held 1,214,461 shares of Welltower worth $280M as of Q3 2026.
  • Barclays bought 194,208 Welltower shares in Q3 2026, an estimated $45.9M.
  • Welltower made up 0.06% of Barclays's portfolio in Q3 2026, its #220 holding.
  • Barclays first reported a position in Welltower in Q2 2013 and has held it in 54 quarters since.
  • Barclays's Welltower position peaked at $335M in Q1 2026.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.