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
2020 Q2	–	Sell	-15,600	Closed	-$705K	–	2887
2020 Q1	$705K	Sell	15,600 -66,400	-81%	-$4.9M	﹤0.01%	1611
2019 Q4	$6.67M	Sell	82,000 -87,000	-51%	-$7.45M	0.01%	995
2019 Q3	$15.3M	Buy	169,000 +66,400	+65%	+$5.78M	0.03%	644
2019 Q2	$8.37M	Buy	102,600 +51,700	+102%	+$4.06M	0.02%	907
2019 Q1	$3.95M	Buy	50,900 +36,200	+246%	+$2.72M	0.01%	1207
2018 Q4	$1.02M	Buy	14,700 +13,200	+880%	+$898K	﹤0.01%	1780
2018 Q3	$96K	Hold	1,500	–	–	﹤0.01%	2486
2018 Q2	$94K	Hold	1,500	–	–	﹤0.01%	2509
2018 Q1	$82K	Buy	+1,500	New	+$84.7K	﹤0.01%	2488
2017 Q4	–	Sell	-1,500	Closed	-$105K	–	2404
2017 Q3	$105K	Buy	+1,500	New	+$109K	﹤0.01%	2228

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.