Citigroup’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-36,200
| Closed | -$2.33M | – | 5980 |
|
|
2022
Q3 | $2.33M | Sell |
36,200
-110,000
| -75% | -$8.6M | ﹤0.01% | 2042 |
|
|
2022
Q2 | $12M | Buy |
+146,200
| New | +$13M | 0.01% | 1063 |
|
|
2021
Q1 | – | Sell |
-7,600
| Closed | -$492K | – | 7491 |
|
|
2020
Q4 | $492K | Hold |
7,600
| – | – | ﹤0.01% | 4225 |
|
|
2020
Q3 | $419K | Sell |
7,600
-2,300
| -23% | -$126K | ﹤0.01% | 4003 |
|
|
2020
Q2 | $512K | Sell |
9,900
-492,300
| -98% | -$24.2M | ﹤0.01% | 4239 |
|
|
2020
Q1 | $23M | Buy |
502,200
+500,800
| +35,771% | +$37M | 0.02% | 662 |
|
|
2019
Q4 | $114K | Sell |
1,400
-14,400
| -91% | -$1.23M | ﹤0.01% | 5660 |
|
|
2019
Q3 | $1.43M | Buy |
15,800
+200
| +1% | +$17.4K | ﹤0.01% | 3242 |
|
|
2019
Q2 | $1.27M | Buy |
15,600
+7,000
| +81% | +$550K | ﹤0.01% | 3346 |
|
|
2019
Q1 | $668K | Sell |
8,600
-1,400
| -14% | -$105K | ﹤0.01% | 3866 |
|
|
2018
Q4 | $695K | Buy |
10,000
+2,500
| +33% | +$170K | ﹤0.01% | 3770 |
|
|
2018
Q3 | $482K | Sell |
7,500
-2,800
| -27% | -$181K | ﹤0.01% | 4325 |
|
|
2018
Q2 | $646K | Sell |
10,300
-9,800
| -49% | -$546K | ﹤0.01% | 3823 |
|
|
2018
Q1 | $1.09M | Sell |
20,100
-6,400
| -24% | -$361K | ﹤0.01% | 3158 |
|
|
2017
Q4 | $1.69M | Sell |
26,500
-1,200
| -4% | -$80.5K | ﹤0.01% | 2840 |
|
|
2017
Q3 | $1.95M | Buy |
27,700
+3,200
| +13% | +$233K | ﹤0.01% | 2689 |
|
|
2017
Q2 | $1.83M | Buy |
24,500
+1,900
| +8% | +$139K | ﹤0.01% | 2672 |
|
|
2017
Q1 | $1.6M | Sell |
22,600
-18,800
| -45% | -$1.27M | ﹤0.01% | 2697 |
|
|
2016
Q4 | $2.77M | Buy |
41,400
+19,400
| +88% | +$1.29M | ﹤0.01% | 2555 |
|
|
2016
Q3 | $1.65M | Buy |
22,000
+9,500
| +76% | +$727K | ﹤0.01% | 2706 |
|
|
2016
Q2 | $952K | Sell |
12,500
-200
| -2% | -$14.2K | ﹤0.01% | 3015 |
|
|
2016
Q1 | $881K | Buy |
12,700
+2,500
| +25% | +$161K | ﹤0.01% | 3486 |
|
|
2015
Q4 | $694K | Buy |
+10,200
| New | +$666K | ﹤0.01% | 3524 |
|
|
2015
Q3 | – | Sell |
-6,700
| Closed | -$440K | – | 7745 |
|
|
2015
Q2 | $440K | Buy |
6,700
+600
| +10% | +$43K | ﹤0.01% | 3819 |
|
|
2015
Q1 | $472K | Sell |
6,100
-38,900
| -86% | -$3.06M | ﹤0.01% | 3788 |
|
|
2014
Q4 | $3.4M | Buy |
+45,000
| New | +$3.21M | ﹤0.01% | 2083 |
|
|
2014
Q3 | – | Sell |
-37,500
| Closed | -$2.35M | – | 7325 |
|
|
2014
Q2 | $2.35M | Buy |
+37,500
| New | +$2.36M | ﹤0.01% | 2361 |
|
Other funds holding WELL
VCM
VPM
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.