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Bridgewater Advisors’s Welltower WELL Stock Holding History

Bridgewater Advisors’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 		$472K Buy
2,069
+82
+4% +$17.3K 0.03% 285
2026
Q1 		$417K Buy
1,987
+208
+12% +$41.1K 0.02% 294
2025
Q4 		$313K Buy
1,779
+135
+8% +$25.2K 0.02% 344
2025
Q3 		$289K Buy
1,644
+183
+13% +$30.1K 0.02% 353
2025
Q2 		$242K Buy
1,461
+71
+5% +$10.6K 0.02% 384
2025
Q1 		$211K Buy
+1,390
New +$198K 0.02% 389

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

Bridgewater Advisors's WELL Position: Q2 2026 in Review

Bridgewater Advisors increased its Welltower (WELL) stake by 4.1% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,069 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #285.

Bridgewater Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bridgewater Advisors held 2,069 shares of Welltower worth $472K as of Q2 2026.
  • Bridgewater Advisors bought 82 Welltower shares in Q2 2026, an estimated $17.3K.
  • Welltower made up 0.03% of Bridgewater Advisors's portfolio in Q2 2026, its #285 holding.
  • Bridgewater Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.