Brookfield Corp’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.7M | Buy |
307,019
+8,888
| +3% | +$1.76M | 0.08% | 33 |
|
|
2025
Q4 | $55.3M | Sell |
298,131
-19,439
| -6% | -$3.63M | 0.07% | 36 |
|
|
2025
Q3 | $56.6M | Sell |
317,570
-23,126
| -7% | -$3.8M | 0.07% | 35 |
|
|
2025
Q2 | $52.4M | Sell |
340,696
-30,621
| -8% | -$4.58M | 0.06% | 37 |
|
|
2025
Q1 | $56.9M | Buy |
371,317
+104,320
| +39% | +$14.9M | 0.08% | 35 |
|
|
2024
Q4 | $33.6M | Buy |
266,997
+79,802
| +43% | +$10.5M | 0.2% | 47 |
|
|
2024
Q3 | $24M | Sell |
187,195
-149,003
| -44% | -$17.4M | 0.14% | 50 |
|
|
2024
Q2 | $35M | Sell |
336,198
-51,633
| -13% | -$5.06M | 0.22% | 43 |
|
|
2024
Q1 | $36.2M | Buy |
387,831
+157,480
| +68% | +$14.3M | 0.21% | 42 |
|
|
2023
Q4 | $20.8M | Buy |
230,351
+13,018
| +6% | +$1.13M | 0.12% | 64 |
|
|
2023
Q3 | $17.8M | Buy |
+217,333
| New | +$17.9M | 0.11% | 70 |
|
|
2023
Q1 | – | Sell |
-1,223,793
| Closed | -$80.2M | – | 791 |
|
|
2022
Q4 | $80.2M | Buy |
1,223,793
+199,213
| +19% | +$12.8M | 0.3% | 44 |
|
|
2022
Q3 | $65.9M | Sell |
1,024,580
-224,020
| -18% | -$17.5M | 0.24% | 49 |
|
|
2022
Q2 | $103M | Sell |
1,248,600
-304,006
| -20% | -$27.1M | 0.43% | 41 |
|
|
2022
Q1 | $149M | Sell |
1,552,606
-212,417
| -12% | -$18.4M | 0.55% | 31 |
|
|
2021
Q4 | $151M | Sell |
1,765,023
-116,689
| -6% | -$9.73M | 0.58% | 27 |
|
|
2021
Q3 | $155M | Sell |
1,881,712
-381,455
| -17% | -$32.8M | 0.62% | 27 |
|
|
2021
Q2 | $188M | Buy |
2,263,167
+72,252
| +3% | +$5.53M | 0.88% | 19 |
|
|
2021
Q1 | $157M | Sell |
2,190,915
-924,468
| -30% | -$62.1M | 0.75% | 24 |
|
|
2020
Q4 | $201M | Buy |
3,115,383
+74,400
| +2% | +$4.52M | 0.88% | 21 |
|
|
2020
Q3 | $168M | Buy |
3,040,983
+311,319
| +11% | +$17.1M | 0.92% | 19 |
|
|
2020
Q2 | $141M | Buy |
+2,729,664
| New | +$134M | 0.81% | 24 |
|
|
2019
Q3 | – | Sell |
-2,073,019
| Closed | -$169M | – | 154 |
|
|
2019
Q2 | $169M | Sell |
2,073,019
-150,586
| -7% | -$11.8M | 0.73% | 31 |
|
|
2019
Q1 | $173M | Buy |
2,223,605
+568,391
| +34% | +$42.6M | 0.73% | 31 |
|
|
2018
Q4 | $115M | Sell |
1,655,214
-334,100
| -17% | -$22.7M | 0.57% | 39 |
|
|
2018
Q3 | $128M | Sell |
1,989,314
-956,000
| -32% | -$61.8M | 0.51% | 40 |
|
|
2018
Q2 | $185M | Buy |
+2,945,314
| New | +$164M | 0.59% | 32 |
|
|
2017
Q3 | – | Sell |
-1,623,872
| Closed | -$122M | – | 95 |
|
|
2017
Q2 | $122M | Sell |
1,623,872
-359,686
| -18% | -$26.3M | 0.62% | 31 |
|
|
2017
Q1 | $140M | Sell |
1,983,558
-161,130
| -8% | -$10.9M | 0.81% | 19 |
|
|
2016
Q4 | $144M | Sell |
2,144,688
-20,720
| -1% | -$1.37M | 0.81% | 18 |
|
|
2016
Q3 | $162M | Sell |
2,165,408
-57,340
| -3% | -$4.39M | 0.88% | 15 |
|
|
2016
Q2 | $169M | Buy |
2,222,748
+239,448
| +12% | +$17M | 0.83% | 16 |
|
|
2016
Q1 | $138M | Sell |
1,983,300
-1,206,477
| -38% | -$77.8M | 0.7% | 24 |
|
|
2015
Q4 | $217M | Buy |
3,189,777
+3,072,973
| +2,631% | +$201M | 1.19% | 9 |
|
|
2015
Q3 | $2.96M | Sell |
116,804
-28,160
| -19% | -$1.88M | 0.02% | 109 |
|
|
2015
Q2 | $3.69M | Buy |
+144,964
| New | +$10.4M | 0.02% | 116 |
|
Other funds holding WELL
VCM
VPM
Brookfield Corp's WELL Position: Q1 2026 in Review
Brookfield Corp increased its Welltower (WELL) stake by 3% in Q1 2026, buying an estimated $1.76M and bringing the position to 307,019 shares worth $60.7M. The position accounts for 0.08% of the portfolio, ranked #33.
Brookfield Corp first reported a position in WELL in Q2 2015 and has held it in 36 quarters since. The position peaked at $217M in Q4 2015. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Brookfield Corp held 307,019 shares of Welltower worth $60.7M as of Q1 2026.
- Brookfield Corp bought 8,888 Welltower shares in Q1 2026, an estimated $1.76M.
- Welltower made up 0.08% of Brookfield Corp's portfolio in Q1 2026, its #33 holding.
- Brookfield Corp first reported a position in Welltower in Q2 2015 and has held it in 36 quarters since.
- Brookfield Corp's Welltower position peaked at $217M in Q4 2015.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Brookfield Corp's 13F filing for Q1 2026, filed 15 May 2026.