Daiwa Securities Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $847M | Sell |
4,283,582
-194,324
| -4% | -$38.4M | 2.43% | 9 |
|
|
2025
Q4 | $831M | Sell |
4,477,906
-429,532
| -9% | -$80.2M | 2.66% | 8 |
|
|
2025
Q3 | $874M | Sell |
4,907,438
-444,093
| -8% | -$73M | 2.95% | 8 |
|
|
2025
Q2 | $823M | Sell |
5,351,531
-89,722
| -2% | -$13.4M | 3.04% | 6 |
|
|
2025
Q1 | $834M | Sell |
5,441,253
-797,833
| -13% | -$114M | 3.52% | 4 |
|
|
2024
Q4 | $786M | Sell |
6,239,086
-459,753
| -7% | -$60.3M | 3.51% | 4 |
|
|
2024
Q3 | $858M | Sell |
6,698,839
-519,445
| -7% | -$60.6M | 3.96% | 1 |
|
|
2024
Q2 | $753M | Sell |
7,218,284
-719,591
| -9% | -$70.5M | 4% | 2 |
|
|
2024
Q1 | $742M | Sell |
7,937,875
-48,606
| -0.6% | -$4.4M | 4.19% | 2 |
|
|
2023
Q4 | $720M | Buy |
7,986,481
+99,314
| +1% | +$8.62M | 4.48% | 2 |
|
|
2023
Q3 | $646M | Sell |
7,887,167
-129,606
| -2% | -$10.7M | 4.6% | 2 |
|
|
2023
Q2 | $648M | Sell |
8,016,773
-1,852,778
| -19% | -$143M | 4.29% | 2 |
|
|
2023
Q1 | $708M | Sell |
9,869,551
-340,321
| -3% | -$24.7M | 4.92% | 2 |
|
|
2022
Q4 | $669M | Buy |
10,209,872
+1,645,769
| +19% | +$106M | 5.14% | 2 |
|
|
2022
Q3 | $551M | Buy |
8,564,103
+1,485,253
| +21% | +$116M | 4.58% | 1 |
|
|
2022
Q2 | $583M | Sell |
7,078,850
-210,815
| -3% | -$18.8M | 4.45% | 3 |
|
|
2022
Q1 | $701M | Sell |
7,289,665
-93,293
| -1% | -$8.1M | 4.39% | 3 |
|
|
2021
Q4 | $633M | Buy |
7,382,958
+949,588
| +15% | +$79.2M | 3.72% | 5 |
|
|
2021
Q3 | $530M | Buy |
6,433,370
+1,721,116
| +37% | +$148M | 3.48% | 4 |
|
|
2021
Q2 | $392M | Sell |
4,712,254
-794,719
| -14% | -$60.8M | 2.64% | 9 |
|
|
2021
Q1 | $394M | Sell |
5,506,973
-1,882,113
| -25% | -$126M | 2.94% | 8 |
|
|
2020
Q4 | $477M | Sell |
7,389,086
-1,023,364
| -12% | -$62.1M | 3.69% | 4 |
|
|
2020
Q3 | $463M | Buy |
8,412,450
+355,116
| +4% | +$19.5M | 4.2% | 4 |
|
|
2020
Q2 | $4.73M | Hold |
8,057,334
| – | – | 0.1% | 109 |
|
|
2020
Q1 | $369M | Buy |
8,057,334
+1,469,692
| +22% | +$108M | 3.83% | 6 |
|
|
2019
Q4 | $539M | Sell |
6,587,642
-272,264
| -4% | -$23.3M | 4.45% | 4 |
|
|
2019
Q3 | $622M | Sell |
6,859,906
-371,915
| -5% | -$32.4M | 5.27% | 2 |
|
|
2019
Q2 | $590M | Buy |
7,231,821
+47,340
| +0.7% | +$3.72M | 5.21% | 2 |
|
|
2019
Q1 | $558M | Buy |
7,184,481
+446,202
| +7% | +$33.5M | 4.87% | 3 |
|
|
2018
Q4 | $468M | Buy |
6,738,279
+471,465
| +8% | +$32.1M | 4.49% | 2 |
|
|
2018
Q3 | $403M | Buy |
6,266,814
+4,356,570
| +228% | +$281M | 3.38% | 5 |
|
|
2018
Q2 | $120M | Buy |
1,910,244
+1,839,398
| +2,596% | +$102M | 0.94% | 34 |
|
|
2018
Q1 | $3.86M | Buy |
70,846
+10,789
| +18% | +$609K | 0.03% | 267 |
|
|
2017
Q4 | $3.83M | Sell |
60,057
-2,939
| -5% | -$197K | 0.03% | 276 |
|
|
2017
Q3 | $4.43M | Buy |
62,996
+4,296
| +7% | +$312K | 0.03% | 231 |
|
|
2017
Q2 | $4.39M | Buy |
58,700
+7,600
| +15% | +$556K | 0.03% | 219 |
|
|
2017
Q1 | $3.62M | Buy |
51,100
+3,280
| +7% | +$221K | 0.02% | 246 |
|
|
2016
Q4 | $3.2M | Sell |
47,820
-619,140
| -93% | -$41M | 0.02% | 220 |
|
|
2016
Q3 | $49.9M | Sell |
666,960
-3,021,178
| -82% | -$231M | 0.3% | 44 |
|
|
2016
Q2 | $281M | Sell |
3,688,138
-4,281,767
| -54% | -$304M | 1.68% | 19 |
|
|
2016
Q1 | $553M | Sell |
7,969,905
-204,675
| -3% | -$13.2M | 3.49% | 6 |
|
|
2015
Q4 | $556M | Sell |
8,174,580
-740,180
| -8% | -$48.3M | 3.68% | 5 |
|
|
2015
Q3 | $604M | Sell |
8,914,760
-165,517
| -2% | -$11.1M | 4.3% | 5 |
|
|
2015
Q2 | $596M | Buy |
9,080,277
+578,755
| +7% | +$41.5M | 4.24% | 3 |
|
|
2015
Q1 | $658M | Buy |
8,501,522
+1,615,851
| +23% | +$127M | 4.4% | 3 |
|
|
2014
Q4 | $521M | Buy |
6,885,671
+657,137
| +11% | +$46.9M | 3.68% | 7 |
|
|
2014
Q3 | $388M | Buy |
6,228,534
+3,484,931
| +127% | +$225M | 2.94% | 8 |
|
|
2014
Q2 | $172M | Sell |
2,743,603
-103,500
| -4% | -$6.51M | 1.28% | 22 |
|
|
2014
Q1 | $170M | Sell |
2,847,103
-1,183,441
| -29% | -$67.6M | 1.33% | 23 |
|
|
2013
Q4 | $216M | Sell |
4,030,544
-1,053,381
| -21% | -$62.6M | 1.83% | 15 |
|
|
2013
Q3 | $317M | Sell |
5,083,925
-350,289
| -6% | -$22.3M | 2.53% | 11 |
|
|
2013
Q2 | $364M | Buy |
+5,434,214
| New | +$386M | 2.76% | 8 |
|
Other funds holding WELL
VCM
VPM
Daiwa Securities Group's WELL Position: Q1 2026 in Review
Daiwa Securities Group reduced its Welltower (WELL) stake by 4.3% in Q1 2026, selling an estimated $38.4M and leaving 4,283,582 shares worth $847M. The position accounts for 2.43% of the portfolio, ranked #9.
Daiwa Securities Group first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $874M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Daiwa Securities Group held 4,283,582 shares of Welltower worth $847M as of Q1 2026.
- Daiwa Securities Group sold 194,324 Welltower shares in Q1 2026, an estimated $38.4M.
- Welltower made up 2.43% of Daiwa Securities Group's portfolio in Q1 2026, its #9 holding.
- Daiwa Securities Group first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- Daiwa Securities Group's Welltower position peaked at $874M in Q3 2025.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.