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Groupe la Francaise’s Welltower WELL Stock Holding History

Groupe la Francaise’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
Q2 		$14.4M Sell
63,338
-2,888
-4% -$611K 0.17% 96
2026
Q1 		$13.1M Sell
66,226
-41,588
-39% -$8.22M 0.18% 95
2025
Q4 		$20M Sell
107,814
-21,485
-17% -$4.01M 0.28% 59
2025
Q3 		$23M Buy
129,299
+22,961
+22% +$3.77M 0.31% 54
2025
Q2 		$16.3M Buy
106,338
+30,430
+40% +$4.55M 0.26% 61
2025
Q1 		$11.4M Buy
75,908
+7,426
+11% +$1.06M 0.24% 63
2024
Q4 		$8.61M Buy
+68,482
New +$8.99M 0.21% 67

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Groupe la Francaise's WELL Position: Q2 2026 in Review

Groupe la Francaise reduced its Welltower (WELL) stake by 4.4% in Q2 2026, selling an estimated $611K and leaving 63,338 shares worth $14.4M. The position accounts for 0.17% of the portfolio, ranked #96.

Groupe la Francaise first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $23M in Q3 2025. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Groupe la Francaise held 63,338 shares of Welltower worth $14.4M as of Q2 2026.
  • Groupe la Francaise sold 2,888 Welltower shares in Q2 2026, an estimated $611K.
  • Welltower made up 0.17% of Groupe la Francaise's portfolio in Q2 2026, its #96 holding.
  • Groupe la Francaise first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Groupe la Francaise's Welltower position peaked at $23M in Q3 2025.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.