Franklin Resources’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 | $108M | Sell |
474,996
-5,378
| -1% | -$1.14M | 0.02% | 445 |
|
|
2026
Q1 | $95M | Buy |
480,374
+7,421
| +2% | +$1.47M | 0.02% | 452 |
|
|
2025
Q4 | $87.8M | Buy |
472,953
+32,778
| +7% | +$6.12M | 0.02% | 473 |
|
|
2025
Q3 | $78.4M | Sell |
440,175
-27,275
| -6% | -$4.48M | 0.02% | 494 |
|
|
2025
Q2 | $71.9M | Buy |
467,450
+46,197
| +11% | +$6.9M | 0.02% | 506 |
|
|
2025
Q1 | $64.5M | Buy |
421,253
+80,236
| +24% | +$11.4M | 0.02% | 527 |
|
|
2024
Q4 | $43M | Sell |
341,017
-50,247
| -13% | -$6.6M | 0.01% | 664 |
|
|
2024
Q3 | $49.9M | Buy |
391,264
+12,265
| +3% | +$1.43M | 0.01% | 608 |
|
|
2024
Q2 | $39.5M | Sell |
378,999
-6,022
| -2% | -$590K | 0.01% | 623 |
|
|
2024
Q1 | $36M | Buy |
385,021
+60,892
| +19% | +$5.51M | 0.01% | 681 |
|
|
2023
Q4 | $29.2M | Sell |
324,129
-14,872
| -4% | -$1.29M | 0.01% | 658 |
|
|
2023
Q3 | $27.8M | Sell |
339,001
-14,931
| -4% | -$1.23M | 0.01% | 654 |
|
|
2023
Q2 | $28.6M | Sell |
353,932
-24,372
| -6% | -$1.88M | 0.01% | 683 |
|
|
2023
Q1 | $27.1M | Buy |
378,304
+40,092
| +12% | +$2.91M | 0.01% | 692 |
|
|
2022
Q4 | $22.2M | Sell |
338,212
-8,385
| -2% | -$539K | 0.01% | 748 |
|
|
2022
Q3 | $22.3M | Buy |
346,597
+139
| +0% | +$10.9K | 0.01% | 744 |
|
|
2022
Q2 | $28.5M | Buy |
346,458
+3,618
| +1% | +$322K | 0.01% | 710 |
|
|
2022
Q1 | $33M | Buy |
342,840
+22,937
| +7% | +$1.99M | 0.01% | 719 |
|
|
2021
Q4 | $27.4M | Buy |
319,903
+3,168
| +1% | +$264K | 0.01% | 809 |
|
|
2021
Q3 | $26.1M | Buy |
316,735
+44,304
| +16% | +$3.81M | 0.01% | 828 |
|
|
2021
Q2 | $22.6M | Buy |
272,431
+37,834
| +16% | +$2.9M | 0.01% | 833 |
|
|
2021
Q1 | $16.8M | Buy |
234,597
+3,168
| +1% | +$213K | 0.01% | 874 |
|
|
2020
Q4 | $15M | Sell |
231,429
-7,153
| -3% | -$434K | 0.01% | 877 |
|
|
2020
Q3 | $13.1M | Sell |
238,582
-12,319
| -5% | -$676K | 0.01% | 853 |
|
|
2020
Q2 | $13.1M | Sell |
250,901
-85,672
| -25% | -$4.21M | 0.01% | 820 |
|
|
2020
Q1 | $15.4M | Sell |
336,573
-20,949
| -6% | -$1.55M | 0.01% | 726 |
|
|
2019
Q4 | $29.2M | Buy |
357,522
+7,094
| +2% | +$607K | 0.02% | 674 |
|
|
2019
Q3 | $31.8M | Buy |
350,428
+4,832
| +1% | +$420K | 0.02% | 639 |
|
|
2019
Q2 | $28.2M | Sell |
345,596
-10,697
| -3% | -$841K | 0.02% | 678 |
|
|
2019
Q1 | $27.6M | Buy |
356,293
+10,376
| +3% | +$778K | 0.01% | 667 |
|
|
2018
Q4 | $24M | Buy |
345,917
+6,500
| +2% | +$442K | 0.01% | 655 |
|
|
2018
Q3 | $21.8M | Sell |
339,417
-1,600
| -0.5% | -$103K | 0.01% | 761 |
|
|
2018
Q2 | $21.4M | Sell |
341,017
-33,200
| -9% | -$1.85M | 0.01% | 754 |
|
|
2018
Q1 | $20.4M | Sell |
374,217
-38,008
| -9% | -$2.15M | 0.01% | 784 |
|
|
2017
Q4 | $26.3M | Sell |
412,225
-21,150
| -5% | -$1.42M | 0.01% | 725 |
|
|
2017
Q3 | $30.5M | Sell |
433,375
-19,170
| -4% | -$1.39M | 0.01% | 685 |
|
|
2017
Q2 | $33.9M | Buy |
452,545
+47,758
| +12% | +$3.49M | 0.02% | 649 |
|
|
2017
Q1 | $28.7M | Sell |
404,787
-4,800
| -1% | -$324K | 0.01% | 691 |
|
|
2016
Q4 | $27.4M | Sell |
409,587
-123,688
| -23% | -$8.19M | 0.01% | 705 |
|
|
2016
Q3 | $39.9M | Buy |
533,275
+1,528
| +0.3% | +$117K | 0.02% | 595 |
|
|
2016
Q2 | $40.5M | Sell |
531,747
-14,733
| -3% | -$1.05M | 0.02% | 591 |
|
|
2016
Q1 | $37.9M | Sell |
546,480
-55,100
| -9% | -$3.55M | 0.02% | 613 |
|
|
2015
Q4 | $40.9M | Buy |
601,580
+50,983
| +9% | +$3.33M | 0.02% | 614 |
|
|
2015
Q3 | $37.3M | Sell |
550,597
-22,483
| -4% | -$1.5M | 0.02% | 657 |
|
|
2015
Q2 | $37.6M | Sell |
573,080
-27,500
| -5% | -$1.97M | 0.02% | 707 |
|
|
2015
Q1 | $46.5M | Buy |
600,580
+25,283
| +4% | +$1.99M | 0.02% | 620 |
|
|
2014
Q4 | $43.5M | Sell |
575,297
-4,119
| -0.7% | -$294K | 0.02% | 638 |
|
|
2014
Q3 | $36.1M | Buy |
579,416
+122,619
| +27% | +$7.91M | 0.02% | 702 |
|
|
2014
Q2 | $28.6M | Sell |
456,797
-60,022
| -12% | -$3.78M | 0.01% | 778 |
|
|
2014
Q1 | $30.8M | Sell |
516,819
-91,256
| -15% | -$5.21M | 0.01% | 740 |
|
|
2013
Q4 | $32.6M | Sell |
608,075
-19,819
| -3% | -$1.18M | 0.02% | 681 |
|
|
2013
Q3 | $39.2M | Sell |
627,894
-1,266
| -0.2% | -$80.5K | 0.02% | 610 |
|
|
2013
Q2 | $42.2M | Buy |
+629,160
| New | +$44.7M | 0.02% | 559 |
|
Other funds holding WELL
Franklin Resources's WELL Position: Q2 2026 in Review
Franklin Resources reduced its Welltower (WELL) stake by 1.1% in Q2 2026, selling an estimated $1.14M and leaving 474,996 shares worth $108M. The position accounts for 0.02% of the portfolio, ranked #445.
Franklin Resources first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Franklin Resources held 474,996 shares of Welltower worth $108M as of Q2 2026.
- Franklin Resources sold 5,378 Welltower shares in Q2 2026, an estimated $1.14M.
- Welltower made up 0.02% of Franklin Resources's portfolio in Q2 2026, its #445 holding.
- Franklin Resources first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.