Capital Research Global Investors’s Welltower WELL Stock Holding History

Capital Research Global 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	$1.56B	Buy	6,889,084 +354,152	+5%	+$74.9M	0.22%	95
2026 Q1	$1.29B	Buy	6,534,932 +6,228,622	+2,033%	+$1.23B	0.2%	104
2025 Q4	$56.9M	Hold	306,310	–	–	0.01%	345
2025 Q3	$54.6M	Hold	306,310	–	–	0.01%	345
2025 Q2	$47.1M	Sell	306,310 -263,690	-46%	-$39.4M	0.01%	350
2025 Q1	$87.3M	Sell	570,000 -108,940	-16%	-$15.5M	0.02%	299
2024 Q4	$85.6M	Buy	678,940 +14,994	+2%	+$1.97M	0.02%	317
2024 Q3	$85M	Buy	663,946 +11,700	+2%	+$1.37M	0.02%	295
2024 Q2	$68M	Buy	+652,246	New	+$63.9M	0.01%	310

Other funds holding WELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors's WELL Position: Q2 2026 in Review

Capital Research Global Investors increased its Welltower (WELL) stake by 5.4% in Q2 2026, buying an estimated $74.9M and bringing the position to 6,889,084 shares worth $1.56B. The position accounts for 0.22% of the portfolio, ranked #95.

Capital Research Global Investors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,332 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital Research Global Investors held 6,889,084 shares of Welltower worth $1.56B as of Q2 2026.
Capital Research Global Investors bought 354,152 Welltower shares in Q2 2026, an estimated $74.9M.
Welltower made up 0.22% of Capital Research Global Investors's portfolio in Q2 2026, its #95 holding.
Capital Research Global Investors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
1,332 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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