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Bridgewater Associates’s Welltower WELL Stock Holding History

Bridgewater Associates’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
2024
Q1 		– Sell
-142,217
Closed -$12.8M – 803
2023
Q4 		$12.8M Buy
142,217
+78,395
+123% +$6.8M 0.07% 209
2023
Q3 		$5.23M Sell
63,822
-139,843
-69% -$11.5M 0.03% 358
2023
Q2 		$16.5M Buy
203,665
+194,958
+2,239% +$15M 0.1% 148
2023
Q1 		$624K Sell
8,707
-12,700
-59% -$921K ﹤0.01% 618
2022
Q4 		$1.4M Buy
21,407
+4,021
+23% +$259K 0.01% 592
2022
Q3 		$1.12M Sell
17,386
-200,731
-92% -$15.7M 0.01% 683
2022
Q2 		$18M Buy
218,117
+91,072
+72% +$8.1M 0.08% 226
2022
Q1 		$12.2M Buy
127,045
+91,693
+259% +$7.96M 0.05% 254
2021
Q4 		$3.03M Buy
35,352
+14,547
+70% +$1.21M 0.02% 398
2021
Q3 		$1.71M Buy
20,805
+785
+4% +$67.5K 0.01% 452
2021
Q2 		$1.66M Buy
+20,020
New +$1.53M 0.01% 521
2018
Q3 		– Sell
-13,476
Closed -$845K – 492
2018
Q2 		$845K Sell
13,476
-185,095
-93% -$10.3M 0.01% 264
2018
Q1 		$10.8M Buy
198,571
+98,786
+99% +$5.58M 0.1% 59
2017
Q4 		$6.36M Buy
99,785
+75,128
+305% +$5.04M 0.05% 72
2017
Q3 		$1.73M Buy
+24,657
New +$1.79M 0.01% 184
2016
Q2 		– Sell
-11,935
Closed -$828K – 381
2016
Q1 		$828K Sell
11,935
-22,936
-66% -$1.48M 0.01% 229
2015
Q4 		$2.37M Buy
34,871
+25,600
+276% +$1.67M 0.03% 167
2015
Q3 		$628K Buy
9,271
+1,200
+15% +$80.1K 0.01% 300
2015
Q2 		$530K Buy
+8,071
New +$579K ﹤0.01% 259
2014
Q3 		– Sell
-185,647
Closed -$11.6M – 428
2014
Q2 		$11.6M Buy
185,647
+11,754
+7% +$740K 0.09% 44
2014
Q1 		$10.4M Sell
173,893
-152,071
-47% -$8.69M 0.08% 40
2013
Q4 		$17.5M Buy
325,964
+308,478
+1,764% +$18.3M 0.14% 17
2013
Q3 		$1.09M Buy
+17,486
New +$1.11M 0.01% 198

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bridgewater Associates's WELL Position: Q1 2024 in Review

Bridgewater Associates sold out of Welltower (WELL) in Q1 2024, closing a stake of 142,217 shares — an estimated $12.8M sold.

Bridgewater Associates first reported a position in WELL in Q3 2013 and held it in 23 quarters. The position peaked at $18M in Q2 2022. 962 funds tracked by Wall St. Rank hold WELL as of Q1 2024.

  • Bridgewater Associates reported no remaining Welltower position as of Q1 2024 after selling out during the quarter.
  • Bridgewater Associates sold 142,217 Welltower shares in Q1 2024, an estimated $12.8M.
  • Bridgewater Associates first reported a position in Welltower in Q3 2013 and held it in 23 quarters.
  • Bridgewater Associates's Welltower position peaked at $18M in Q2 2022.
  • 962 funds tracked by Wall St. Rank held Welltower as of Q1 2024.

Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.