Citigroup’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $294M | Sell |
1,296,947
-69,393
| -5% | -$14.7M | 0.1% | 187 |
|
|
2026
Q1 | $270M | Buy |
1,366,340
+274,418
| +25% | +$54.2M | 0.12% | 168 |
|
|
2025
Q4 | $203M | Buy |
1,091,922
+461,387
| +73% | +$86.2M | 0.09% | 199 |
|
|
2025
Q3 | $112M | Sell |
630,535
-201,008
| -24% | -$33M | 0.05% | 350 |
|
|
2025
Q2 | $128M | Sell |
831,543
-13,266
| -2% | -$1.98M | 0.06% | 280 |
|
|
2025
Q1 | $129M | Buy |
844,809
+309,832
| +58% | +$44.1M | 0.07% | 259 |
|
|
2024
Q4 | $67.4M | Buy |
534,977
+217,939
| +69% | +$28.6M | 0.04% | 411 |
|
|
2024
Q3 | $40.6M | Sell |
317,038
-854,655
| -73% | -$99.7M | 0.02% | 625 |
|
|
2024
Q2 | $122M | Buy |
1,171,693
+588,238
| +101% | +$57.6M | 0.08% | 218 |
|
|
2024
Q1 | $54.5M | Buy |
583,455
+134,144
| +30% | +$12.1M | 0.04% | 448 |
|
|
2023
Q4 | $40.5M | Sell |
449,311
-22,196
| -5% | -$1.93M | 0.03% | 546 |
|
|
2023
Q3 | $38.6M | Buy |
471,507
+17,129
| +4% | +$1.41M | 0.03% | 525 |
|
|
2023
Q2 | $36.8M | Sell |
454,378
-141,177
| -24% | -$10.9M | 0.02% | 562 |
|
|
2023
Q1 | $42.7M | Buy |
595,555
+121,350
| +26% | +$8.8M | 0.03% | 463 |
|
|
2022
Q4 | $31.1M | Sell |
474,205
-190,083
| -29% | -$12.2M | 0.02% | 587 |
|
|
2022
Q3 | $42.7M | Buy |
664,288
+164,253
| +33% | +$12.8M | 0.03% | 437 |
|
|
2022
Q2 | $41.2M | Sell |
500,035
-136,455
| -21% | -$12.1M | 0.03% | 455 |
|
|
2022
Q1 | $61.2M | Sell |
636,490
-296,782
| -32% | -$25.8M | 0.04% | 428 |
|
|
2021
Q4 | $80M | Sell |
933,272
-92,751
| -9% | -$7.73M | 0.04% | 381 |
|
|
2021
Q3 | $84.5M | Sell |
1,026,023
-126,385
| -11% | -$10.9M | 0.05% | 338 |
|
|
2021
Q2 | $95.8M | Buy |
1,152,408
+42,564
| +4% | +$3.26M | 0.06% | 307 |
|
|
2021
Q1 | $79.5M | Sell |
1,109,844
-144,964
| -12% | -$9.73M | 0.05% | 337 |
|
|
2020
Q4 | $81.1M | Buy |
1,254,808
+49,120
| +4% | +$2.98M | 0.05% | 341 |
|
|
2020
Q3 | $66.4M | Buy |
1,205,688
+661,883
| +122% | +$36.3M | 0.04% | 351 |
|
|
2020
Q2 | $28.1M | Sell |
543,805
-851,569
| -61% | -$41.9M | 0.02% | 645 |
|
|
2020
Q1 | $63.9M | Buy |
1,395,374
+901,692
| +183% | +$66.5M | 0.06% | 287 |
|
|
2019
Q4 | $40.4M | Sell |
493,682
-31,997
| -6% | -$2.74M | 0.03% | 600 |
|
|
2019
Q3 | $47.7M | Sell |
525,679
-183,507
| -26% | -$16M | 0.04% | 476 |
|
|
2019
Q2 | $57.8M | Buy |
709,186
+165,575
| +30% | +$13M | 0.05% | 382 |
|
|
2019
Q1 | $42.2M | Buy |
543,611
+22,316
| +4% | +$1.67M | 0.04% | 459 |
|
|
2018
Q4 | $36.2M | Sell |
521,295
-94,038
| -15% | -$6.4M | 0.04% | 519 |
|
|
2018
Q3 | $39.6M | Buy |
615,333
+133,845
| +28% | +$8.65M | 0.04% | 499 |
|
|
2018
Q2 | $30.2M | Buy |
481,488
+36,961
| +8% | +$2.06M | 0.03% | 568 |
|
|
2018
Q1 | $24.2M | Buy |
444,527
+19,636
| +5% | +$1.11M | 0.02% | 688 |
|
|
2017
Q4 | $27.1M | Sell |
424,891
-47,908
| -10% | -$3.22M | 0.02% | 696 |
|
|
2017
Q3 | $33.2M | Buy |
472,799
+64,662
| +16% | +$4.7M | 0.03% | 555 |
|
|
2017
Q2 | $30.5M | Buy |
408,137
+126,271
| +45% | +$9.23M | 0.03% | 561 |
|
|
2017
Q1 | $20M | Buy |
281,866
+27,357
| +11% | +$1.85M | 0.02% | 739 |
|
|
2016
Q4 | $17M | Buy |
254,509
+184,511
| +264% | +$12.2M | 0.02% | 856 |
|
|
2016
Q3 | $5.24M | Sell |
69,998
-162,871
| -70% | -$12.5M | ﹤0.01% | 1630 |
|
|
2016
Q2 | $17.7M | Buy |
232,869
+149,447
| +179% | +$10.6M | 0.02% | 696 |
|
|
2016
Q1 | $5.78M | Buy |
83,422
+2,050
| +3% | +$132K | 0.01% | 1430 |
|
|
2015
Q4 | $5.54M | Sell |
81,372
-78,116
| -49% | -$5.1M | 0.01% | 1612 |
|
|
2015
Q3 | $10.8M | Buy |
159,488
+54,421
| +52% | +$3.63M | 0.01% | 1085 |
|
|
2015
Q2 | $6.89M | Sell |
105,067
-7,501
| -7% | -$538K | 0.01% | 1477 |
|
|
2015
Q1 | $8.71M | Buy |
112,568
+63,755
| +131% | +$5.02M | 0.01% | 1285 |
|
|
2014
Q4 | $3.69M | Sell |
48,813
-63,989
| -57% | -$4.57M | ﹤0.01% | 2013 |
|
|
2014
Q3 | $7.04M | Buy |
112,802
+2,965
| +3% | +$191K | 0.01% | 1570 |
|
|
2014
Q2 | $6.88M | Sell |
109,837
-11,246
| -9% | -$708K | 0.01% | 1538 |
|
|
2014
Q1 | $7.22M | Sell |
121,083
-72,027
| -37% | -$4.12M | 0.01% | 1405 |
|
|
2013
Q4 | $10.3M | Sell |
193,110
-89,398
| -32% | -$5.32M | 0.01% | 1209 |
|
|
2013
Q3 | $17.6M | Sell |
282,508
-68,991
| -20% | -$4.39M | 0.02% | 806 |
|
|
2013
Q2 | $23.6M | Buy |
+351,499
| New | +$25M | 0.02% | 610 |
|
Other funds holding WELL
VCM
VPM
Citigroup's WELL Position: Q2 2026 in Review
Citigroup reduced its Welltower (WELL) stake by 5.1% in Q2 2026, selling an estimated $14.7M and leaving 1,296,947 shares worth $294M. The position accounts for 0.1% of the portfolio, ranked #187.
Citigroup first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,342 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Citigroup held 1,296,947 shares of Welltower worth $294M as of Q2 2026.
- Citigroup sold 69,393 Welltower shares in Q2 2026, an estimated $14.7M.
- Welltower made up 0.1% of Citigroup's portfolio in Q2 2026, its #187 holding.
- Citigroup first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- 1,342 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.