Capital World Investors’s Welltower WELL Stock Holding History

Capital World 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	$4.55B	Buy	20,028,842 +7,306,513	+57%	+$1.54B	0.54%	45
2026 Q1	$2.52B	Buy	12,722,329 +1,977,809	+18%	+$391M	0.34%	79
2025 Q4	$1.99B	Buy	10,744,520 +6,497,258	+153%	+$1.21B	0.27%	90
2025 Q3	$757M	Buy	4,247,262 +2,657,766	+167%	+$437M	0.1%	167
2025 Q2	$244M	Buy	+1,589,496	New	+$238M	0.04%	255
2014 Q3	–	Sell	-1,855,000	Closed	-$116M	–	532
2014 Q2	$116M	Sell	1,855,000 -3,350,000	-64%	-$211M	0.03%	294
2014 Q1	$310M	Sell	5,205,000 -1,540,000	-23%	-$88M	0.09%	198
2013 Q4	$361M	Sell	6,745,000 -25,500	-0.4%	-$1.52M	0.1%	186
2013 Q3	$422M	Buy	6,770,500 +505,000	+8%	+$32.1M	0.13%	172
2013 Q2	$420M	Buy	+6,265,500	New	+$445M	0.14%	169

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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 World Investors's WELL Position: Q2 2026 in Review

Capital World Investors increased its Welltower (WELL) stake by 57% in Q2 2026, buying an estimated $1.54B and bringing the position to 20,028,842 shares worth $4.55B. The position accounts for 0.54% of the portfolio, ranked #45.

Capital World Investors first reported a position in WELL in Q2 2013 and has held it in 10 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital World Investors held 20,028,842 shares of Welltower worth $4.55B as of Q2 2026.
Capital World Investors bought 7,306,513 Welltower shares in Q2 2026, an estimated $1.54B.
Welltower made up 0.54% of Capital World Investors's portfolio in Q2 2026, its #45 holding.
Capital World Investors first reported a position in Welltower in Q2 2013 and has held it in 10 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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