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 		$121M Buy
611,300
+185,300
+43% +$36.6M 0.01% 921
2025
Q4 		$79.1M Buy
426,000
+371,500
+682% +$69.4M 0.01% 1158
2025
Q3 		$9.71M Buy
54,500
+39,700
+268% +$6.53M ﹤0.01% 2998
2025
Q2 		$2.28M Buy
+14,800
New +$2.21M ﹤0.01% 4082
2022
Q4 		– Sell
-150,000
Closed -$9.65M – 6293
2022
Q3 		$9.65M Buy
+150,000
New +$11.7M ﹤0.01% 2541
2020
Q2 		– Sell
-27,300
Closed -$1.25M – 5511
2020
Q1 		$1.25M Buy
+27,300
New +$2.01M ﹤0.01% 3604
2018
Q1 		– Sell
-5,100
Closed -$325K – 6444
2017
Q4 		$325K Sell
5,100
-4,300
-46% -$289K ﹤0.01% 5133
2017
Q3 		$661K Buy
9,400
+3,000
+47% +$218K ﹤0.01% 4895
2017
Q2 		$479K Sell
6,400
-2,900
-31% -$212K ﹤0.01% 5130
2017
Q1 		$659K Buy
9,300
+4,200
+82% +$283K ﹤0.01% 4763
2016
Q4 		$341K Sell
5,100
-1,500
-23% -$99.4K ﹤0.01% 5380
2016
Q3 		$493K Buy
6,600
+2,600
+65% +$199K ﹤0.01% 5057
2016
Q2 		$305K Buy
4,000
+3,500
+700% +$249K ﹤0.01% 5318
2016
Q1 		$35K Buy
+500
New +$32.2K ﹤0.01% 6571
2015
Q1 		– Sell
-20,500
Closed -$1.55M – 7316
2014
Q4 		$1.55M Hold
20,500
– – ﹤0.01% 4116
2014
Q3 		$1.28M Hold
20,500
– – ﹤0.01% 4361
2014
Q2 		$1.28M Sell
20,500
-43,100
-68% -$2.71M ﹤0.01% 4457
2014
Q1 		$3.79M Buy
+63,600
New +$3.63M ﹤0.01% 3340
2013
Q4 		– Sell
-300
Closed -$19K – 6810
2013
Q3 		$19K Sell
300
-100
-25% -$6.36K ﹤0.01% 6432
2013
Q2 		$27K Buy
+400
New +$28.4K ﹤0.01% 6155

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.