Legal & General Group
WELL icon

Legal & General Group’s Welltower WELL Stock Holding History

Legal & General Group’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 		$1.43B Sell
7,239,197
-68,122
-0.9% -$13.5M 0.33% 50
2025
Q4 		$1.36B Buy
7,307,319
+586,323
+9% +$110M 0.3% 52
2025
Q3 		$1.2B Sell
6,720,996
-576,313
-8% -$94.7M 0.27% 61
2025
Q2 		$1.12B Buy
7,297,309
+285,205
+4% +$42.6M 0.28% 60
2025
Q1 		$1.07B Buy
7,012,104
+122,003
+2% +$17.4M 0.29% 59
2024
Q4 		$868M Sell
6,890,101
-237,440
-3% -$31.2M 0.23% 74
2024
Q3 		$913M Sell
7,127,541
-203,325
-3% -$23.7M 0.24% 71
2024
Q2 		$764M Sell
7,330,866
-154,787
-2% -$15.2M 0.22% 85
2024
Q1 		$699M Buy
7,485,653
+181,884
+2% +$16.5M 0.2% 96
2023
Q4 		$659M Buy
7,303,769
+676,038
+10% +$58.7M 0.2% 101
2023
Q3 		$543M Buy
6,627,731
+48,051
+0.7% +$3.95M 0.19% 106
2023
Q2 		$532M Buy
6,579,680
+343,198
+6% +$26.4M 0.17% 113
2023
Q1 		$447M Buy
6,236,482
+385,267
+7% +$27.9M 0.16% 131
2022
Q4 		$384M Sell
5,851,215
-39,560
-0.7% -$2.54M 0.15% 148
2022
Q3 		$379M Sell
5,890,775
-189,197
-3% -$14.8M 0.15% 145
2022
Q2 		$501M Buy
6,079,972
+535,873
+10% +$47.7M 0.18% 116
2022
Q1 		$533M Buy
5,544,099
+169,327
+3% +$14.7M 0.16% 127
2021
Q4 		$461M Buy
5,374,772
+87,639
+2% +$7.31M 0.14% 158
2021
Q3 		$436M Buy
5,287,133
+144,816
+3% +$12.4M 0.14% 151
2021
Q2 		$427M Buy
5,142,317
+201,098
+4% +$15.4M 0.14% 151
2021
Q1 		$354M Sell
4,941,219
-21,800
-0.4% -$1.46M 0.13% 167
2020
Q4 		$321M Buy
4,963,019
+106,265
+2% +$6.45M 0.13% 173
2020
Q3 		$268M Buy
4,856,754
+175,892
+4% +$9.66M 0.12% 175
2020
Q2 		$242M Sell
4,680,862
-145,829
-3% -$7.17M 0.12% 186
2020
Q1 		$221M Buy
4,826,691
+415,445
+9% +$30.7M 0.13% 178
2019
Q4 		$361M Buy
4,411,246
+116,709
+3% +$9.99M 0.17% 127
2019
Q3 		$389M Buy
4,294,537
+147,367
+4% +$12.8M 0.21% 110
2019
Q2 		$338M Buy
4,147,170
+691,486
+20% +$54.4M 0.18% 122
2019
Q1 		$268M Buy
3,455,684
+467,697
+16% +$35.1M 0.15% 152
2018
Q4 		$207M Buy
2,987,987
+95,225
+3% +$6.48M 0.16% 149
2018
Q3 		$186M Buy
2,892,762
+30,978
+1% +$2M 0.13% 179
2018
Q2 		$179M Buy
2,861,784
+9,515
+0.3% +$530K 0.14% 174
2018
Q1 		$155M Buy
2,852,269
+120,630
+4% +$6.81M 0.12% 203
2017
Q4 		$174M Sell
2,731,639
-28,269
-1% -$1.9M 0.13% 189
2017
Q3 		$194M Buy
2,759,908
+132,748
+5% +$9.65M 0.15% 172
2017
Q2 		$197M Buy
2,627,160
+44,405
+2% +$3.25M 0.16% 156
2017
Q1 		$183M Buy
2,582,755
+146,302
+6% +$9.87M 0.16% 156
2016
Q4 		$163M Sell
2,436,453
-24,672
-1% -$1.63M 0.15% 161
2016
Q3 		$184M Buy
2,461,125
+58,806
+2% +$4.5M 0.19% 128
2016
Q2 		$183M Buy
2,402,319
+64,754
+3% +$4.6M 0.19% 123
2016
Q1 		$162M Buy
2,337,565
+97,360
+4% +$6.28M 0.18% 137
2015
Q4 		$152M Buy
2,240,205
+105,687
+5% +$6.9M 0.17% 141
2015
Q3 		$145M Buy
2,134,518
+104,920
+5% +$7.01M 0.18% 137
2015
Q2 		$133M Buy
2,029,598
+125,149
+7% +$8.97M 0.16% 154
2015
Q1 		$147M Buy
1,904,449
+68,585
+4% +$5.4M 0.18% 135
2014
Q4 		$139M Buy
1,835,864
+27,487
+2% +$1.96M 0.16% 143
2014
Q3 		$113M Buy
1,808,377
+112,087
+7% +$7.23M 0.14% 179
2014
Q2 		$106M Buy
1,696,290
+25,294
+2% +$1.59M 0.12% 197
2014
Q1 		$99.6M Sell
1,670,996
-6,367
-0.4% -$364K 0.12% 201
2013
Q4 		$89.9M Buy
1,677,363
+52,628
+3% +$3.13M 0.11% 216
2013
Q3 		$101M Buy
1,624,735
+49,890
+3% +$3.17M 0.13% 181
2013
Q2 		$106M Buy
+1,574,845
New +$112M 0.15% 162

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Legal & General Group's WELL Position: Q1 2026 in Review

Legal & General Group reduced its Welltower (WELL) stake by 0.93% in Q1 2026, selling an estimated $13.5M and leaving 7,239,197 shares worth $1.43B. The position accounts for 0.33% of the portfolio, ranked #50.

Legal & General Group first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Legal & General Group held 7,239,197 shares of Welltower worth $1.43B as of Q1 2026.
  • Legal & General Group sold 68,122 Welltower shares in Q1 2026, an estimated $13.5M.
  • Welltower made up 0.33% of Legal & General Group's portfolio in Q1 2026, its #50 holding.
  • Legal & General Group first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.