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LBP AM’s Welltower WELL Stock Holding History

LBP AM’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 		$58.7M Buy
296,651
+197,207
+198% +$39M 0.8% 22
2025
Q4 		$18.5M Buy
99,444
+74,995
+307% +$14M 0.21% 95
2025
Q3 		$4.36M Sell
24,449
-522
-2% -$85.8K 0.05% 229
2025
Q2 		$3.84M Buy
+24,971
New +$3.73M 0.05% 231
2024
Q3 		– Sell
-22,626
Closed -$2.36M – 416
2024
Q2 		$2.36M Buy
+22,626
New +$2.22M 0.1% 147
2023
Q2 		– Sell
-10,529
Closed -$755K – 494
2023
Q1 		$755K Sell
10,529
-272
-3% -$19.7K 0.02% 392
2022
Q4 		$708K Buy
+10,801
New +$694K 0.02% 387

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

LBP AM's WELL Position: Q1 2026 in Review

LBP AM increased its Welltower (WELL) stake by 198% in Q1 2026, buying an estimated $39M and bringing the position to 296,651 shares worth $58.7M. The position accounts for 0.8% of the portfolio, ranked #22.

LBP AM first reported a position in WELL in Q4 2022 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • LBP AM held 296,651 shares of Welltower worth $58.7M as of Q1 2026.
  • LBP AM bought 197,207 Welltower shares in Q1 2026, an estimated $39M.
  • Welltower made up 0.8% of LBP AM's portfolio in Q1 2026, its #22 holding.
  • LBP AM first reported a position in Welltower in Q4 2022 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.