Citigroup
WELL icon

Citigroup’s Welltower WELL Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-2,700
Closed -$174K – 7490
2020
Q4 		$174K Sell
2,700
-900
-25% -$54.6K ﹤0.01% 5091
2020
Q3 		$198K Sell
3,600
-4,300
-54% -$236K ﹤0.01% 4624
2020
Q2 		$409K Sell
7,900
-1,000
-11% -$49.1K ﹤0.01% 4453
2020
Q1 		$407K Buy
8,900
+2,100
+31% +$155K ﹤0.01% 4059
2019
Q4 		$556K Sell
6,800
-14,500
-68% -$1.24M ﹤0.01% 4337
2019
Q3 		$1.93M Sell
21,300
-4,200
-16% -$365K ﹤0.01% 2905
2019
Q2 		$2.08M Buy
25,500
+2,000
+9% +$157K ﹤0.01% 2800
2019
Q1 		$1.82M Buy
23,500
+16,800
+251% +$1.26M ﹤0.01% 2744
2018
Q4 		$465K Sell
6,700
-10,400
-61% -$708K ﹤0.01% 4194
2018
Q3 		$1.1M Sell
17,100
-11,300
-40% -$730K ﹤0.01% 3392
2018
Q2 		$1.78M Sell
28,400
-14,400
-34% -$802K ﹤0.01% 2779
2018
Q1 		$2.33M Buy
42,800
+22,700
+113% +$1.28M ﹤0.01% 2474
2017
Q4 		$1.28M Sell
20,100
-700
-3% -$47K ﹤0.01% 3097
2017
Q3 		$1.46M Buy
20,800
+4,900
+31% +$356K ﹤0.01% 2976
2017
Q2 		$1.19M Sell
15,900
-13,300
-46% -$972K ﹤0.01% 3129
2017
Q1 		$2.07M Sell
29,200
-69,300
-70% -$4.68M ﹤0.01% 2449
2016
Q4 		$6.59M Sell
98,500
-13,100
-12% -$868K 0.01% 1545
2016
Q3 		$8.34M Buy
111,600
+36,400
+48% +$2.79M 0.01% 1218
2016
Q2 		$5.73M Buy
75,200
+1,600
+2% +$114K 0.01% 1457
2016
Q1 		$5.1M Buy
73,600
+50,000
+212% +$3.22M 0.01% 1536
2015
Q4 		$1.61M Buy
+23,600
New +$1.54M ﹤0.01% 2657
2015
Q3 		– Sell
-58,800
Closed -$3.86M – 7744
2015
Q2 		$3.86M Buy
58,800
+49,700
+546% +$3.56M ﹤0.01% 1965
2015
Q1 		$704K Sell
9,100
-35,900
-80% -$2.83M ﹤0.01% 3419
2014
Q4 		$3.4M Buy
+45,000
New +$3.21M ﹤0.01% 2082

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Citigroup's WELL Position: Q1 2026 in Review

Citigroup increased its Welltower (WELL) stake by 25% in Q1 2026, buying an estimated $54.2M and bringing the position to 1,366,340 shares worth $270M. The position accounts for 0.12% of the portfolio, ranked #168.

Citigroup first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Citigroup held 1,366,340 shares of Welltower worth $270M as of Q1 2026.
  • Citigroup bought 274,418 Welltower shares in Q1 2026, an estimated $54.2M.
  • Welltower made up 0.12% of Citigroup's portfolio in Q1 2026, its #168 holding.
  • Citigroup first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.