AEW CAPITAL MANAGEMENT INC’s Welltower WELL Stock Holding History

AEW CAPITAL MANAGEMENT INC’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 Q3	$268M	Buy	+1,163,903	New	+$275M	17.19%	1

Other funds holding WELL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AEW CAPITAL MANAGEMENT INC's WELL Position: Q3 2026 in Review

AEW CAPITAL MANAGEMENT INC opened a new position in Welltower (WELL) in Q3 2026: 1,163,903 shares worth $268M. The stake represents 17.19% of the portfolio and ranks #1 among its holdings.

896 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

AEW CAPITAL MANAGEMENT INC held 1,163,903 shares of Welltower worth $268M as of Q3 2026.
Welltower was a new AEW CAPITAL MANAGEMENT INC position in Q3 2026.
Welltower made up 17.19% of AEW CAPITAL MANAGEMENT INC's portfolio in Q3 2026, its #1 holding.
896 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on AEW CAPITAL MANAGEMENT INC's 13F filing for Q3 2026, filed 5 Nov 2026.