DZ Bank’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.41B | Buy |
10,624,243
+1,855,321
| +21% | +$392M | 1.85% | 10 |
|
|
2026
Q1 | $1.73B | Sell |
8,768,922
-454,173
| -5% | -$89.8M | 1.54% | 12 |
|
|
2025
Q4 | $1.71B | Buy |
9,223,095
+2,043,356
| +28% | +$382M | 1.48% | 16 |
|
|
2025
Q3 | $1.28B | Buy |
7,179,739
+763,174
| +12% | +$125M | 1.12% | 20 |
|
|
2025
Q2 | $986M | Buy |
6,416,565
+85,751
| +1% | +$12.8M | 0.99% | 24 |
|
|
2025
Q1 | $970M | Sell |
6,330,814
-187,459
| -3% | -$26.7M | 1.09% | 23 |
|
|
2024
Q4 | $821M | Buy |
6,518,273
+233,519
| +4% | +$30.7M | 0.83% | 31 |
|
|
2024
Q3 | $805M | Buy |
6,284,754
+4,029,181
| +179% | +$470M | 0.79% | 37 |
|
|
2024
Q2 | $235M | Buy |
2,255,573
+2,152,015
| +2,078% | +$211M | 0.24% | 84 |
|
|
2024
Q1 | $9.68M | Buy |
+103,558
| New | +$9.38M | 0.01% | 356 |
|
|
2023
Q2 | – | Sell |
-8,834
| Closed | -$633K | – | 1113 |
|
|
2023
Q1 | $633K | Sell |
8,834
-66,200
| -88% | -$4.8M | ﹤0.01% | 734 |
|
|
2022
Q4 | $4.92M | Sell |
75,034
-898,147
| -92% | -$57.7M | 0.01% | 450 |
|
|
2022
Q3 | $62.6M | Sell |
973,181
-557,275
| -36% | -$43.6M | 0.12% | 114 |
|
|
2022
Q2 | $126M | Buy |
1,530,456
+568,842
| +59% | +$50.6M | 0.23% | 73 |
|
|
2022
Q1 | $92.4M | Buy |
961,614
+214,130
| +29% | +$18.6M | 0.14% | 99 |
|
|
2021
Q4 | $64.2M | Buy |
747,484
+60,842
| +9% | +$5.07M | 0.09% | 143 |
|
|
2021
Q3 | $56.6M | Sell |
686,642
-8,427
| -1% | -$724K | 0.09% | 147 |
|
|
2021
Q2 | $57.8M | Buy |
695,069
+646,396
| +1,328% | +$49.5M | 0.09% | 148 |
|
|
2021
Q1 | $3.49M | Buy |
48,673
+45,173
| +1,291% | +$3.03M | 0.01% | 504 |
|
|
2020
Q4 | $223K | Sell |
3,500
-3,740
| -52% | -$227K | ﹤0.01% | 753 |
|
|
2020
Q3 | $399K | Sell |
7,240
-30,481
| -81% | -$1.67M | ﹤0.01% | 630 |
|
|
2020
Q2 | $1.95M | Sell |
37,721
-18,348
| -33% | -$902K | 0.01% | 466 |
|
|
2020
Q1 | $2.57M | Sell |
56,069
-1,559,998
| -97% | -$115M | 0.01% | 410 |
|
|
2019
Q4 | $131M | Sell |
1,616,067
-57,704
| -3% | -$4.94M | 0.34% | 76 |
|
|
2019
Q3 | $152M | Buy |
+1,673,771
| New | +$146M | 0.45% | 65 |
|
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$193K | – | 822 |
|
|
2018
Q3 | $193K | Sell |
3,000
-4,000
| -57% | -$258K | ﹤0.01% | 673 |
|
|
2018
Q2 | $439K | Buy |
7,000
+3,500
| +100% | +$195K | ﹤0.01% | 656 |
|
|
2018
Q1 | $191K | Sell |
3,500
-24,302
| -87% | -$1.37M | ﹤0.01% | 938 |
|
|
2017
Q4 | $1.77M | Buy |
27,802
+25,170
| +956% | +$1.69M | 0.01% | 500 |
|
|
2017
Q3 | $184K | Hold |
2,632
| – | – | ﹤0.01% | 740 |
|
|
2017
Q2 | $197K | Buy |
2,632
+1,393
| +112% | +$102K | ﹤0.01% | 716 |
|
|
2017
Q1 | $87K | Sell |
1,239
-2,639
| -68% | -$178K | ﹤0.01% | 813 |
|
|
2016
Q4 | $258K | Buy |
+3,878
| New | +$257K | ﹤0.01% | 692 |
|
Other funds holding WELL
DZ Bank's WELL Position: Q2 2026 in Review
DZ Bank increased its Welltower (WELL) stake by 21% in Q2 2026, buying an estimated $392M and bringing the position to 10,624,243 shares worth $2.41B. The position accounts for 1.85% of the portfolio, ranked #10.
DZ Bank first reported a position in WELL in Q4 2016 and has held it in 33 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- DZ Bank held 10,624,243 shares of Welltower worth $2.41B as of Q2 2026.
- DZ Bank bought 1,855,321 Welltower shares in Q2 2026, an estimated $392M.
- Welltower made up 1.85% of DZ Bank's portfolio in Q2 2026, its #10 holding.
- DZ Bank first reported a position in Welltower in Q4 2016 and has held it in 33 quarters since.
- 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.