Capital International Investors
WELL icon

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
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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors's WELL Position: Q1 2026 in Review

Capital International Investors reduced its Welltower (WELL) stake by 24% in Q1 2026, selling an estimated $2.3B and leaving 35,817,366 shares worth $7.08B. The position accounts for 1.66% of the portfolio, ranked #11.

Capital International Investors first reported a position in WELL in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.81B in Q4 2025. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Capital International Investors held 35,817,366 shares of Welltower worth $7.08B as of Q1 2026.
  • Capital International Investors sold 11,614,403 Welltower shares in Q1 2026, an estimated $2.3B.
  • Welltower made up 1.66% of Capital International Investors's portfolio in Q1 2026, its #11 holding.
  • Capital International Investors first reported a position in Welltower in Q4 2022 and has held it in 14 quarters since.
  • Capital International Investors's Welltower position peaked at $8.81B in Q4 2025.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.