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LGT Fund Management’s Welltower WELL Stock Holding History

LGT Fund Management’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 		$648K Hold
2,857
– – 0.03% 206
2026
Q1 		$565K Buy
2,857
+289
+11% +$57.1K 0.02% 216
2025
Q4 		$483K Hold
2,568
– – 0.04% 177
2025
Q3 		$461K Hold
2,568
– – 0.04% 183
2025
Q2 		$395K Sell
2,568
-7,902
-75% -$1.18M 0.03% 194
2025
Q1 		$1.6M Sell
10,470
-1,783
-15% -$254K 0.14% 133
2024
Q4 		$1.54M Buy
12,253
+673
+6% +$88.3K 0.14% 140
2024
Q3 		$1.47M Sell
11,580
-284
-2% -$33.1K 0.15% 114
2024
Q2 		$1.24M Buy
11,864
+1,627
+16% +$159K 0.15% 106
2024
Q1 		$957K Buy
+10,237
New +$927K 0.4% 64

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

LGT Fund Management's WELL Position: Q2 2026 in Review

LGT Fund Management held its Welltower (WELL) position steady in Q2 2026 at 2,857 shares worth $648K. The position accounts for 0.03% of the portfolio, ranked #206.

LGT Fund Management first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • LGT Fund Management held 2,857 shares of Welltower worth $648K as of Q2 2026.
  • LGT Fund Management left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.03% of LGT Fund Management's portfolio in Q2 2026, its #206 holding.
  • LGT Fund Management first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
  • LGT Fund Management's Welltower position peaked at $1.6M in Q1 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.