HSBC Holdings
WELL icon

HSBC Holdings’s Welltower WELL Stock Holding History

HSBC Holdings’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
2024
Q3 		– Sell
-20,700
Closed -$2.15M – 3177
2024
Q2 		$2.15M Buy
+20,700
New +$2.03M ﹤0.01% 1382
2022
Q1 		– Sell
-13,100
Closed -$1.13M – 3508
2021
Q4 		$1.13M Hold
13,100
– – ﹤0.01% 1973
2021
Q3 		$1.09M Sell
13,100
-4,800
-27% -$412K ﹤0.01% 1836
2021
Q2 		$1.48M Sell
17,900
-1,000
-5% -$76.6K ﹤0.01% 1568
2021
Q1 		$1.37M Sell
18,900
-5,500
-23% -$369K ﹤0.01% 1455
2020
Q4 		$1.56M Buy
24,400
+16,900
+225% +$1.03M ﹤0.01% 1444
2020
Q3 		$412K Hold
7,500
– – ﹤0.01% 2062
2020
Q2 		$388K Hold
7,500
– – ﹤0.01% 1997
2020
Q1 		$339K Sell
7,500
-23,100
-75% -$1.7M ﹤0.01% 1987
2019
Q4 		$2.49M Sell
30,600
-79,400
-72% -$6.8M ﹤0.01% 1410
2019
Q3 		$9.97M Buy
110,000
+30,600
+39% +$2.66M 0.02% 858
2019
Q2 		$6.47M Buy
79,400
+2,500
+3% +$197K 0.01% 1036
2019
Q1 		$5.97M Buy
76,900
+69,100
+886% +$5.18M 0.01% 1037
2018
Q4 		$541K Hold
7,800
– – ﹤0.01% 2075
2018
Q3 		$502K Hold
7,800
– – ﹤0.01% 2020
2018
Q2 		$489K Hold
7,800
– – ﹤0.01% 2076
2018
Q1 		$425K Buy
+7,800
New +$440K ﹤0.01% 2023
2017
Q4 		– Sell
-59,200
Closed -$4.16M – 2403
2017
Q3 		$4.16M Buy
59,200
+9,200
+18% +$669K 0.01% 1102
2017
Q2 		$3.74M Buy
+50,000
New +$3.65M 0.01% 1071
2017
Q1 		– Sell
-10,000
Closed -$669K – 2609
2016
Q4 		$669K Hold
10,000
– – ﹤0.01% 1620
2016
Q3 		$748K Hold
10,000
– – ﹤0.01% 1434
2016
Q2 		$762K Hold
10,000
– – ﹤0.01% 1420
2016
Q1 		$693K Hold
10,000
– – ﹤0.01% 1438
2015
Q4 		$680K Buy
+10,000
New +$653K ﹤0.01% 1579

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

HSBC Holdings's WELL Position: Q1 2026 in Review

HSBC Holdings increased its Welltower (WELL) stake by 12% in Q1 2026, buying an estimated $67.3M and bringing the position to 3,231,108 shares worth $639M. The position accounts for 0.33% of the portfolio, ranked #46.

HSBC Holdings first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • HSBC Holdings held 3,231,108 shares of Welltower worth $639M as of Q1 2026.
  • HSBC Holdings bought 340,314 Welltower shares in Q1 2026, an estimated $67.3M.
  • Welltower made up 0.33% of HSBC Holdings's portfolio in Q1 2026, its #46 holding.
  • HSBC Holdings first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.