Bessemer Group’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 | $4.17M | Buy |
18,394
+1,656
| +10% | +$350K | 0.01% | 630 |
|
|
2026
Q1 | $3.31M | Buy |
16,738
+2,829
| +20% | +$559K | 0.01% | 640 |
|
|
2025
Q4 | $2.58M | Buy |
13,909
+5,389
| +63% | +$1.01M | ﹤0.01% | 775 |
|
|
2025
Q3 | $1.52M | Buy |
8,520
+332
| +4% | +$54.6K | ﹤0.01% | 552 |
|
|
2025
Q2 | $1.26M | Buy |
8,188
+465
| +6% | +$69.5K | ﹤0.01% | 576 |
|
|
2025
Q1 | $1.18M | Sell |
7,723
-191
| -2% | -$27.2K | ﹤0.01% | 638 |
|
|
2024
Q4 | $997K | Buy |
7,914
+617
| +8% | +$81K | ﹤0.01% | 764 |
|
|
2024
Q3 | $933K | Buy |
7,297
+3,079
| +73% | +$359K | ﹤0.01% | 792 |
|
|
2024
Q2 | $440K | Buy |
4,218
+105
| +3% | +$10.3K | ﹤0.01% | 832 |
|
|
2024
Q1 | $384K | Buy |
4,113
+764
| +23% | +$69.2K | ﹤0.01% | 871 |
|
|
2023
Q4 | $302K | Buy |
3,349
+115
| +4% | +$9.98K | ﹤0.01% | 950 |
|
|
2023
Q3 | $264K | Sell |
3,234
-288
| -8% | -$23.7K | ﹤0.01% | 964 |
|
|
2023
Q2 | $284K | Buy |
3,522
+1,088
| +45% | +$83.8K | ﹤0.01% | 954 |
|
|
2023
Q1 | $174K | Buy |
2,434
+102
| +4% | +$7.4K | ﹤0.01% | 933 |
|
|
2022
Q4 | $152K | Sell |
2,332
-422
| -15% | -$27.1K | ﹤0.01% | 949 |
|
|
2022
Q3 | $177K | Sell |
2,754
-457
| -14% | -$35.7K | ﹤0.01% | 916 |
|
|
2022
Q2 | $264K | Sell |
3,211
-8,093
| -72% | -$720K | ﹤0.01% | 833 |
|
|
2022
Q1 | $1.09M | Buy |
11,304
+3,064
| +37% | +$266K | ﹤0.01% | 461 |
|
|
2021
Q4 | $707K | Buy |
8,240
+3,211
| +64% | +$268K | ﹤0.01% | 543 |
|
|
2021
Q3 | $415K | Buy |
5,029
+3,217
| +178% | +$276K | ﹤0.01% | 610 |
|
|
2021
Q2 | $150K | Sell |
1,812
-45
| -2% | -$3.44K | ﹤0.01% | 861 |
|
|
2021
Q1 | $133K | Buy |
1,857
+488
| +36% | +$32.8K | ﹤0.01% | 841 |
|
|
2020
Q4 | $89K | Sell |
1,369
-245
| -15% | -$14.9K | ﹤0.01% | 884 |
|
|
2020
Q3 | $89K | Sell |
1,614
-18,034
| -92% | -$990K | ﹤0.01% | 858 |
|
|
2020
Q2 | $1.02M | Buy |
19,648
+16,898
| +614% | +$830K | ﹤0.01% | 778 |
|
|
2020
Q1 | $126K | Sell |
2,750
-1,441
| -34% | -$106K | ﹤0.01% | 1079 |
|
|
2019
Q4 | $343K | Hold |
4,191
| – | – | ﹤0.01% | 982 |
|
|
2019
Q3 | $380K | Buy |
4,191
+913
| +28% | +$79.4K | ﹤0.01% | 937 |
|
|
2019
Q2 | $268K | Buy |
3,278
+113
| +4% | +$8.88K | ﹤0.01% | 1022 |
|
|
2019
Q1 | $245K | Buy |
3,165
+248
| +9% | +$18.6K | ﹤0.01% | 959 |
|
|
2018
Q4 | $203K | Buy |
2,917
+1,078
| +59% | +$73.3K | ﹤0.01% | 975 |
|
|
2018
Q3 | $119K | Buy |
1,839
+299
| +19% | +$19.3K | ﹤0.01% | 1083 |
|
|
2018
Q2 | $97K | Buy |
1,540
+110
| +8% | +$6.13K | ﹤0.01% | 1123 |
|
|
2018
Q1 | $78K | Buy |
1,430
+47
| +3% | +$2.65K | ﹤0.01% | 1175 |
|
|
2017
Q4 | $89K | Sell |
1,383
-145
| -9% | -$9.73K | ﹤0.01% | 1159 |
|
|
2017
Q3 | $107K | Buy |
1,528
+115
| +8% | +$8.36K | ﹤0.01% | 1167 |
|
|
2017
Q2 | $106K | Buy |
1,413
+698
| +98% | +$51K | ﹤0.01% | 1165 |
|
|
2017
Q1 | $51K | Sell |
715
-1,459
| -67% | -$98.4K | ﹤0.01% | 1298 |
|
|
2016
Q4 | $145K | Buy |
2,174
+1,666
| +328% | +$110K | ﹤0.01% | 1155 |
|
|
2016
Q3 | $38K | Buy |
+508
| New | +$38.9K | ﹤0.01% | 1245 |
|
|
2016
Q2 | – | Sell |
-56
| Closed | -$4K | – | 1460 |
|
|
2016
Q1 | $4K | Sell |
56
-814
| -94% | -$52.5K | ﹤0.01% | 1303 |
|
|
2015
Q4 | $59K | Sell |
870
-759
| -47% | -$49.5K | ﹤0.01% | 935 |
|
|
2015
Q3 | $110K | Buy |
1,629
+7
| +0.4% | +$468 | ﹤0.01% | 823 |
|
|
2015
Q2 | $106K | Buy |
1,622
+403
| +33% | +$28.9K | ﹤0.01% | 834 |
|
|
2015
Q1 | $95K | Sell |
1,219
-250
| -17% | -$19.7K | ﹤0.01% | 835 |
|
|
2014
Q4 | $111K | Buy |
+1,469
| New | +$105K | ﹤0.01% | 786 |
|
|
2014
Q3 | – | Sell |
-58
| Closed | -$4K | – | 1403 |
|
|
2014
Q2 | $4K | Buy |
+58
| New | +$3.65K | ﹤0.01% | 1194 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$54K | – | 1383 |
|
|
2013
Q4 | $54K | Buy |
+1,000
| New | +$59.5K | ﹤0.01% | 853 |
|
|
2013
Q3 | – | Sell |
-88
| Closed | -$6K | – | 1386 |
|
|
2013
Q2 | $6K | Buy |
+88
| New | +$6.25K | ﹤0.01% | 1122 |
|
Other funds holding WELL
Bessemer Group's WELL Position: Q2 2026 in Review
Bessemer Group increased its Welltower (WELL) stake by 9.9% in Q2 2026, buying an estimated $350K and bringing the position to 18,394 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #630.
Bessemer Group first reported a position in WELL in Q2 2013 and has held it in 49 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Bessemer Group held 18,394 shares of Welltower worth $4.17M as of Q2 2026.
- Bessemer Group bought 1,656 Welltower shares in Q2 2026, an estimated $350K.
- Welltower made up 0.01% of Bessemer Group's portfolio in Q2 2026, its #630 holding.
- Bessemer Group first reported a position in Welltower in Q2 2013 and has held it in 49 quarters since.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.