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BDF Gestion’s Welltower WELL Stock Holding History

BDF Gestion’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
2026
Q2 		$2.23M Buy
19,654
+5,577
+40% +$1.18M 0.3% 87
2026
Q1 		$2.78M Hold
14,077
– – 0.37% 70
2025
Q4 		$2.61M Sell
14,077
-938
-6% -$175K 0.32% 83
2025
Q3 		$2.67M Buy
+15,015
New +$2.47M 0.32% 82

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BDF Gestion's WELL Position: Q2 2026 in Review

BDF Gestion increased its Welltower (WELL) stake by 40% in Q2 2026, buying an estimated $1.18M and bringing the position to 19,654 shares worth $2.23M. The position accounts for 0.3% of the portfolio, ranked #87.

BDF Gestion first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.78M in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • BDF Gestion held 19,654 shares of Welltower worth $2.23M as of Q2 2026.
  • BDF Gestion bought 5,577 Welltower shares in Q2 2026, an estimated $1.18M.
  • Welltower made up 0.3% of BDF Gestion's portfolio in Q2 2026, its #87 holding.
  • BDF Gestion first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • BDF Gestion's Welltower position peaked at $2.78M in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.