BBHC
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Brown Brothers Harriman & Co’s Welltower WELL Stock Holding History

Brown Brothers Harriman & Co’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 		$2.94M Buy
12,934
+3,698
+40% +$782K 0.01% 292
2026
Q1 		$1.83M Buy
9,236
+5,239
+131% +$1.04M 0.01% 329
2025
Q4 		$742K Buy
3,997
+1,489
+59% +$278K ﹤0.01% 442
2025
Q3 		$447K Buy
2,508
+1,399
+126% +$230K ﹤0.01% 509
2025
Q2 		$170K Buy
1,109
+973
+715% +$145K ﹤0.01% 669
2025
Q1 		$20.8K Sell
136
-5
-4% -$712 ﹤0.01% 958
2024
Q4 		$17.8K Buy
141
+90
+176% +$11.8K ﹤0.01% 1037
2024
Q3 		$6.53K Hold
51
– – ﹤0.01% 1121
2024
Q2 		$5.32K Sell
51
-100
-66% -$9.8K ﹤0.01% 1020
2024
Q1 		$14.1K Sell
151
-133
-47% -$12K ﹤0.01% 943
2023
Q4 		$25.6K Sell
284
-97
-25% -$8.42K ﹤0.01% 822
2023
Q3 		$31.2K Buy
381
+32
+9% +$2.63K ﹤0.01% 768
2023
Q2 		$28.2K Sell
349
-2
-0.6% -$154 ﹤0.01% 797
2023
Q1 		$25.2K Buy
351
+53
+18% +$3.84K ﹤0.01% 851
2022
Q4 		$19.5K Sell
298
-30
-9% -$1.93K ﹤0.01% 889
2022
Q3 		$21K Buy
328
+46
+16% +$3.6K ﹤0.01% 963
2022
Q2 		$23K Buy
282
+88
+45% +$7.83K ﹤0.01% 857
2022
Q1 		$19K Sell
194
-269
-58% -$23.4K ﹤0.01% 933
2021
Q4 		$40K Hold
463
– – ﹤0.01% 741
2021
Q3 		$38K Hold
463
– – ﹤0.01% 724
2021
Q2 		$38K Buy
463
+12
+3% +$919 ﹤0.01% 717
2021
Q1 		$32K Sell
451
-410
-48% -$27.5K ﹤0.01% 715
2020
Q4 		$56K Buy
861
+800
+1,311% +$48.6K ﹤0.01% 649
2020
Q3 		$3K Sell
61
-5
-8% -$275 ﹤0.01% 885
2020
Q2 		$3K Sell
66
-1,610
-96% -$79.1K ﹤0.01% 874
2020
Q1 		$77K Sell
1,676
-2,321
-58% -$171K ﹤0.01% 483
2019
Q4 		$327K Buy
3,997
+90
+2% +$7.71K ﹤0.01% 369
2019
Q3 		$354K Buy
3,907
+1,888
+94% +$164K ﹤0.01% 324
2019
Q2 		$165K Sell
2,019
-560
-22% -$44K ﹤0.01% 427
2019
Q1 		$200K Buy
+2,579
New +$193K ﹤0.01% 390
2018
Q2 		– Sell
-21
Closed -$1K – 881
2018
Q1 		$1K Sell
21
-44
-68% -$2.48K ﹤0.01% 779
2017
Q4 		$4K Sell
65
-171
-72% -$11.5K ﹤0.01% 907
2017
Q3 		$17K Hold
236
– – ﹤0.01% 613
2017
Q2 		$18K Buy
236
+215
+1,024% +$15.7K ﹤0.01% 608
2017
Q1 		$1K Buy
+21
New +$1.42K ﹤0.01% 781
2016
Q1 		– Sell
-333
Closed -$23K – 745
2015
Q4 		$23K Sell
333
-1,353
-80% -$88.3K ﹤0.01% 548
2015
Q3 		$114K Buy
1,686
+788
+88% +$52.6K ﹤0.01% 384
2015
Q2 		$59K Hold
898
– – ﹤0.01% 483
2015
Q1 		$69K Sell
898
-3,185
-78% -$251K ﹤0.01% 463
2014
Q4 		$309K Buy
4,083
+2,755
+207% +$197K ﹤0.01% 306
2014
Q3 		$83K Buy
+1,328
New +$85.6K ﹤0.01% 458
2014
Q1 		– Sell
-900
Closed -$48K – 821
2013
Q4 		$48K Buy
900
+450
+100% +$26.8K ﹤0.01% 529
2013
Q3 		$28K Sell
450
-232
-34% -$14.8K ﹤0.01% 528
2013
Q2 		$46K Buy
+682
New +$48.5K ﹤0.01% 545

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

Brown Brothers Harriman & Co's WELL Position: Q2 2026 in Review

Brown Brothers Harriman & Co increased its Welltower (WELL) stake by 40% in Q2 2026, buying an estimated $782K and bringing the position to 12,934 shares worth $2.94M. The position accounts for 0.01% of the portfolio, ranked #292.

Brown Brothers Harriman & Co first reported a position in WELL in Q2 2013 and has held it in 44 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Brown Brothers Harriman & Co held 12,934 shares of Welltower worth $2.94M as of Q2 2026.
  • Brown Brothers Harriman & Co bought 3,698 Welltower shares in Q2 2026, an estimated $782K.
  • Welltower made up 0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #292 holding.
  • Brown Brothers Harriman & Co first reported a position in Welltower in Q2 2013 and has held it in 44 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.