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Duff & Phelps Investment Management’s Welltower WELL Stock Holding History

Duff & Phelps Investment Management’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 		$520M Buy
2,632,540
+22,850
+0.9% +$4.52M 5.4% 1
2025
Q4 		$484M Buy
2,609,690
+105,658
+4% +$19.7M 5.49% 1
2025
Q3 		$446M Sell
2,504,032
-5,605
-0.2% -$921K 5.06% 1
2025
Q2 		$386M Buy
2,509,637
+32,891
+1% +$4.92M 4.53% 1
2025
Q1 		$379M Sell
2,476,746
-98,975
-4% -$14.1M 4.44% 1
2024
Q4 		$325M Buy
2,575,721
+38,425
+2% +$5.04M 3.89% 2
2024
Q3 		$325M Buy
2,537,296
+91,469
+4% +$10.7M 3.73% 3
2024
Q2 		$255M Buy
+2,445,827
New +$240M 3.25% 3
2024
Q1 		– Sell
-2,101,707
Closed -$190M – 257
2023
Q4 		$190M Buy
2,101,707
+120,175
+6% +$10.4M 2.28% 5
2023
Q3 		$162M Buy
1,981,532
+64,820
+3% +$5.33M 2.14% 4
2023
Q2 		$155M Sell
1,916,712
-448,300
-19% -$34.5M 1.89% 6
2023
Q1 		$170M Sell
2,365,012
-62,325
-3% -$4.52M 2.06% 3
2022
Q4 		$157M Buy
2,427,337
+73,700
+3% +$4.74M 1.9% 7
2022
Q3 		$152M Buy
2,353,637
+296,875
+14% +$23.2M 1.91% 6
2022
Q2 		$168M Buy
2,056,762
+302,500
+17% +$26.9M 2.08% 5
2022
Q1 		$169M Buy
1,754,262
+138,540
+9% +$12M 1.95% 7
2021
Q4 		$139M Buy
1,615,722
+111,080
+7% +$9.26M 1.63% 20
2021
Q3 		$124M Sell
1,504,642
-40,875
-3% -$3.51M 1.62% 18
2021
Q2 		$128M Buy
1,545,517
+237,210
+18% +$18.2M 1.67% 12
2021
Q1 		$93.7M Buy
1,308,307
+64,350
+5% +$4.32M 1.28% 27
2020
Q4 		$80.4M Sell
1,243,957
-4,003
-0.3% -$243K 1.17% 33
2020
Q3 		$68.8M Buy
1,247,960
+224,515
+22% +$12.3M 1.07% 36
2020
Q2 		$53M Buy
1,023,445
+84,700
+9% +$4.16M 0.83% 52
2020
Q1 		$43M Buy
938,745
+398,545
+74% +$29.4M 0.75% 53
2019
Q4 		$44.2M Buy
+540,200
New +$46.3M 0.58% 71
2017
Q4 		– Sell
-162,668
Closed -$11.4M – 257
2017
Q3 		$11.4M Sell
162,668
-23,200
-12% -$1.69M 0.16% 123
2017
Q2 		$13.9M Sell
185,868
-13,750
-7% -$1.01M 0.2% 115
2017
Q1 		$14.1M Sell
199,618
-641
-0.3% -$43.2K 0.2% 115
2016
Q4 		$13.4M Sell
200,259
-231,640
-54% -$15.3M 0.19% 116
2016
Q3 		$32.3M Sell
431,899
-80,667
-16% -$6.18M 0.45% 82
2016
Q2 		$39M Buy
512,566
+219,800
+75% +$15.6M 0.58% 70
2016
Q1 		$20.3M Buy
292,766
+229,225
+361% +$14.8M 0.32% 92
2015
Q4 		$4.32M Buy
63,541
+54,102
+573% +$3.53M 0.07% 131
2015
Q3 		$639K Hold
9,439
– – 0.01% 222
2015
Q2 		$619K Hold
9,439
– – 0.01% 228
2015
Q1 		$730K Sell
9,439
-7,000
-43% -$551K 0.01% 224
2014
Q4 		$1.24M Sell
16,439
-6,300
-28% -$450K 0.02% 198
2014
Q3 		$1.42M Hold
22,739
– – 0.02% 185
2014
Q2 		$1.43M Sell
22,739
-256,620
-92% -$16.1M 0.02% 174
2014
Q1 		$16.6M Sell
279,359
-376,787
-57% -$21.5M 0.28% 91
2013
Q4 		$35.1M Sell
656,146
-803,664
-55% -$47.8M 0.61% 70
2013
Q3 		$91.1M Buy
1,459,810
+100,188
+7% +$6.37M 1.57% 10
2013
Q2 		$91.1M Buy
+1,359,622
New +$96.6M 1.58% 10

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

Duff & Phelps Investment Management's WELL Position: Q1 2026 in Review

Duff & Phelps Investment Management increased its Welltower (WELL) stake by 0.88% in Q1 2026, buying an estimated $4.52M and bringing the position to 2,632,540 shares worth $520M. The position accounts for 5.4% of the portfolio, ranked #1.

Duff & Phelps Investment Management first reported a position in WELL in Q2 2013 and has held it in 43 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Duff & Phelps Investment Management held 2,632,540 shares of Welltower worth $520M as of Q1 2026.
  • Duff & Phelps Investment Management bought 22,850 Welltower shares in Q1 2026, an estimated $4.52M.
  • Welltower made up 5.4% of Duff & Phelps Investment Management's portfolio in Q1 2026, its #1 holding.
  • Duff & Phelps Investment Management first reported a position in Welltower in Q2 2013 and has held it in 43 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.