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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DigitalBridge Group's WELL Position: Q1 2026 in Review

DigitalBridge Group increased its Welltower (WELL) stake by 99% in Q1 2026, buying an estimated $672K and bringing the position to 6,850 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #54.

DigitalBridge Group first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

DigitalBridge Group held 6,850 shares of Welltower worth $1.35M as of Q1 2026.
DigitalBridge Group bought 3,400 Welltower shares in Q1 2026, an estimated $672K.
Welltower made up 0.09% of DigitalBridge Group's portfolio in Q1 2026, its #54 holding.
DigitalBridge Group first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on DigitalBridge Group's 13F filing for Q1 2026, filed 15 May 2026.