DigitalBridge Group’s Welltower WELL Stock Holding History

DigitalBridge Group’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 Q1	–	Sell	-9,600	Closed	-$1.78M	–	80
2025 Q4	$1.78M	Sell	9,600 -1,500	-14%	-$280K	0.14%	52
2025 Q3	$1.98M	Hold	11,100	–	–	0.16%	55
2025 Q2	$1.71M	Hold	11,100	–	–	0.17%	50
2025 Q1	$1.7M	Buy	11,100 +1,500	+16%	+$214K	0.14%	51
2024 Q4	$1.21M	Sell	9,600 -2,800	-23%	-$368K	0.09%	59
2024 Q3	$1.59M	Buy	12,400 +5,900	+91%	+$688K	0.12%	61
2024 Q2	$678K	Buy	+6,500	New	+$637K	0.06%	68

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DigitalBridge Group's WELL Position: Q2 2026 in Review

DigitalBridge Group sold out of Welltower (WELL) in Q2 2026, closing a stake of 6,850 shares — an estimated $1.35M sold.

DigitalBridge Group first reported a position in WELL in Q3 2025 and held it in 3 quarters. The position peaked at $1.35M in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

DigitalBridge Group reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
DigitalBridge Group sold 6,850 Welltower shares in Q2 2026, an estimated $1.35M.
DigitalBridge Group first reported a position in Welltower in Q3 2025 and held it in 3 quarters.
DigitalBridge Group's Welltower position peaked at $1.35M in Q1 2026.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on DigitalBridge Group's 13F filing for Q2 2026, filed 14 Aug 2026.