Goldman Sachs
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Goldman Sachs’s Welltower WELL Stock Holding History

Goldman Sachs’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 		$9.13M Buy
46,200
+41,600
+904% +$8.22M ﹤0.01% 3142
2025
Q4 		$854K Sell
4,600
-7,900
-63% -$1.48M ﹤0.01% 5247
2025
Q3 		$2.23M Buy
12,500
+5,100
+69% +$838K ﹤0.01% 4376
2025
Q2 		$1.14M Buy
+7,400
New +$1.11M ﹤0.01% 4595
2022
Q4 		– Sell
-150,000
Closed -$9.65M – 6292
2022
Q3 		$9.65M Buy
+150,000
New +$11.7M ﹤0.01% 2540
2018
Q4 		– Sell
-800
Closed -$51K – 5719
2018
Q3 		$51K Hold
800
– – ﹤0.01% 5288
2018
Q2 		$50K Hold
800
– – ﹤0.01% 5357
2018
Q1 		$44K Sell
800
-7,400
-90% -$418K ﹤0.01% 5508
2017
Q4 		$523K Sell
8,200
-4,300
-34% -$289K ﹤0.01% 4794
2017
Q3 		$879K Buy
12,500
+4,600
+58% +$334K ﹤0.01% 4689
2017
Q2 		$591K Sell
7,900
-27,300
-78% -$2M ﹤0.01% 4946
2017
Q1 		$2.49M Sell
35,200
-25,700
-42% -$1.73M ﹤0.01% 3532
2016
Q4 		$4.08M Sell
60,900
-25,900
-30% -$1.72M ﹤0.01% 3223
2016
Q3 		$6.49M Buy
86,800
+18,200
+27% +$1.39M ﹤0.01% 2816
2016
Q2 		$5.22M Buy
68,600
+65,600
+2,187% +$4.66M ﹤0.01% 2849
2016
Q1 		$208K Buy
+3,000
New +$193K ﹤0.01% 5582
2014
Q3 		– Sell
-71,400
Closed -$4.47M – 7275
2014
Q2 		$4.47M Sell
71,400
-327,600
-82% -$20.6M ﹤0.01% 3173
2014
Q1 		$23.8M Buy
399,000
+398,900
+398,900% +$22.8M 0.01% 1622
2013
Q4 		$5K Hold
100
– – ﹤0.01% 6604
2013
Q3 		$6K Sell
100
-30,900
-100% -$1.97M ﹤0.01% 6505
2013
Q2 		$2.08M Buy
+31,000
New +$2.2M ﹤0.01% 3685

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

Goldman Sachs's WELL Position: Q1 2026 in Review

Goldman Sachs increased its Welltower (WELL) stake by 51% in Q1 2026, buying an estimated $447M and bringing the position to 6,734,131 shares worth $1.33B. The position accounts for 0.15% of the portfolio, ranked #110.

Goldman Sachs first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Goldman Sachs held 6,734,131 shares of Welltower worth $1.33B as of Q1 2026.
  • Goldman Sachs bought 2,260,014 Welltower shares in Q1 2026, an estimated $447M.
  • Welltower made up 0.15% of Goldman Sachs's portfolio in Q1 2026, its #110 holding.
  • Goldman Sachs first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.