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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bridgewater Advisors's WELL Position: Q1 2026 in Review

Bridgewater Advisors increased its Welltower (WELL) stake by 12% in Q1 2026, buying an estimated $41.1K and bringing the position to 1,987 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #294.

Bridgewater Advisors first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Bridgewater Advisors held 1,987 shares of Welltower worth $417K as of Q1 2026.
  • Bridgewater Advisors bought 208 Welltower shares in Q1 2026, an estimated $41.1K.
  • Welltower made up 0.02% of Bridgewater Advisors's portfolio in Q1 2026, its #294 holding.
  • Bridgewater Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.