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 Q2	$47.6M	Sell	210,000 -90,000	-30%	-$19M	0.7%	44
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Border to Coast Pensions Partnership's WELL Position: Q2 2026 in Review

Border to Coast Pensions Partnership reduced its Welltower (WELL) stake by 30% in Q2 2026, selling an estimated $19M and leaving 210,000 shares worth $47.6M. The position accounts for 0.7% of the portfolio, ranked #44.

Border to Coast Pensions Partnership first reported a position in WELL in Q1 2022 and has held it in 18 quarters since. The position peaked at $61.1M in Q1 2022. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Border to Coast Pensions Partnership held 210,000 shares of Welltower worth $47.6M as of Q2 2026.
Border to Coast Pensions Partnership sold 90,000 Welltower shares in Q2 2026, an estimated $19M.
Welltower made up 0.7% of Border to Coast Pensions Partnership's portfolio in Q2 2026, its #44 holding.
Border to Coast Pensions Partnership first reported a position in Welltower in Q1 2022 and has held it in 18 quarters since.
Border to Coast Pensions Partnership's Welltower position peaked at $61.1M in Q1 2022.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2026, filed 27 Jul 2026.