Border to Coast Pensions Partnership’s Welltower WELL Stock Holding History

Border to Coast Pensions Partnership’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 Q1	$59.5M	Hold	300,000	–	–	1.01%	29
2025 Q4	$55.8M	Sell	300,000 -25,000	-8%	-$4.67M	0.97%	34
2025 Q3	$57.9M	Hold	325,000	–	–	1.01%	28
2025 Q2	$50M	Sell	325,000 -25,000	-7%	-$3.74M	0.92%	36
2025 Q1	$53.6M	Sell	350,000 -65,000	-16%	-$9.26M	1.1%	27
2024 Q4	$52.3M	Sell	415,000 -10,000	-2%	-$1.31M	1.02%	28
2024 Q3	$54.3M	Sell	425,000 -125,000	-23%	-$14.6M	1.11%	28
2024 Q2	$57.4M	Sell	550,000 -1,589	-0.3%	-$156K	1.35%	19
2024 Q1	$51.5M	Hold	551,589	–	–	1.15%	24
2023 Q4	$49.7M	Sell	551,589 -100,000	-15%	-$8.68M	1.21%	23
2023 Q3	$52.4M	Sell	651,589 -20,000	-3%	-$1.64M	1.4%	20
2023 Q2	$54.3M	Hold	671,589	–	–	1.36%	20
2023 Q1	$48.1M	Buy	671,589 +75,000	+13%	+$5.44M	1.29%	18
2022 Q4	$39.1M	Sell	596,589 -50,000	-8%	-$3.21M	1.25%	25
2022 Q3	$41.6M	Buy	646,589 +120,000	+23%	+$9.38M	1.34%	18
2022 Q2	$43.5M	Sell	526,589 -110,000	-17%	-$9.79M	1.35%	20
2022 Q1	$61.1M	Buy	+636,589	New	+$55.3M	1.74%	9

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Border to Coast Pensions Partnership's WELL Position: Q1 2026 in Review

Border to Coast Pensions Partnership held its Welltower (WELL) position steady in Q1 2026 at 300,000 shares worth $59.5M. The position accounts for 1.01% of the portfolio, ranked #29.

Border to Coast Pensions Partnership first reported a position in WELL in Q1 2022 and has held it in 17 quarters since. The position peaked at $61.1M in Q1 2022. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Border to Coast Pensions Partnership held 300,000 shares of Welltower worth $59.5M as of Q1 2026.
Border to Coast Pensions Partnership left its Welltower share count unchanged in Q1 2026.
Welltower made up 1.01% of Border to Coast Pensions Partnership's portfolio in Q1 2026, its #29 holding.
Border to Coast Pensions Partnership first reported a position in Welltower in Q1 2022 and has held it in 17 quarters since.
Border to Coast Pensions Partnership's Welltower position peaked at $61.1M in Q1 2022.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2026, filed 22 Apr 2026.