Capital International Investors’s Welltower WELL Stock Holding History

Capital International Investors’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	$8.97B	Buy	39,500,055 +3,682,689	+10%	+$779M	1.85%	11
2026 Q1	$7.08B	Sell	35,817,366 -11,614,403	-24%	-$2.3B	1.66%	11
2025 Q4	$8.81B	Buy	47,431,769 +915,514	+2%	+$171M	1.38%	14
2025 Q3	$8.29B	Buy	46,516,255 +1,842,934	+4%	+$303M	1.34%	17
2025 Q2	$6.87B	Buy	44,673,321 +2,079,445	+5%	+$311M	1.18%	19
2025 Q1	$6.53B	Buy	42,593,876 +5,497,468	+15%	+$783M	1.28%	19
2024 Q4	$4.67B	Buy	37,096,408 +318,496	+0.9%	+$41.8M	0.88%	26
2024 Q3	$4.71B	Buy	36,777,912 +832,530	+2%	+$97.1M	0.9%	26
2024 Q2	$3.75B	Buy	35,945,382 +6,709,056	+23%	+$657M	0.77%	31
2024 Q1	$2.73B	Buy	29,236,326 +6,104,064	+26%	+$553M	0.55%	48
2023 Q4	$2.09B	Buy	23,132,262 +1,361,150	+6%	+$118M	0.47%	62
2023 Q3	$1.78B	Buy	21,771,112 +387,747	+2%	+$31.9M	0.45%	62
2023 Q2	$1.73B	Buy	21,383,365 +6,808,299	+47%	+$525M	0.42%	72
2023 Q1	$1.04B	Buy	14,575,066 +11,102,865	+320%	+$805M	0.27%	103
2022 Q4	$228M	Buy	+3,472,201	New	+$223M	0.06%	223

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors's WELL Position: Q2 2026 in Review

Capital International Investors increased its Welltower (WELL) stake by 10% in Q2 2026, buying an estimated $779M and bringing the position to 39,500,055 shares worth $8.97B. The position accounts for 1.85% of the portfolio, ranked #11.

Capital International Investors first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital International Investors held 39,500,055 shares of Welltower worth $8.97B as of Q2 2026.
Capital International Investors bought 3,682,689 Welltower shares in Q2 2026, an estimated $779M.
Welltower made up 1.85% of Capital International Investors's portfolio in Q2 2026, its #11 holding.
Capital International Investors first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital International Investors's 13F filing for Q2 2026, filed 12 Aug 2026.