LGT Group Foundation
WELL icon

LGT Group Foundation’s Welltower WELL Stock Holding History

LGT Group Foundation’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 		$7.82M Sell
34,468
-1,219
-3% -$258K 0.09% 111
2026
Q1 		$7.06M Sell
35,687
-19,626
-35% -$3.88M 0.09% 107
2025
Q4 		$10.4M Sell
55,313
-5,630
-9% -$1.05M 0.11% 102
2025
Q3 		$10.9M Sell
60,943
-3,175
-5% -$522K 0.13% 98
2025
Q2 		$9.86M Sell
64,118
-407
-0.6% -$60.8K 0.12% 100
2025
Q1 		$9.89M Sell
64,525
-17,793
-22% -$2.54M 0.14% 97
2024
Q4 		$10.4M Sell
82,318
-95
-0.1% -$12.5K 0.16% 91
2024
Q3 		$10.5M Sell
82,413
-7,600
-8% -$887K 0.17% 93
2024
Q2 		$9.38M Sell
90,013
-32,468
-27% -$3.18M 0.15% 95
2024
Q1 		$11.4M Sell
122,481
-16,582
-12% -$1.5M 0.27% 77
2023
Q4 		$12.7M Sell
139,063
-28,849
-17% -$2.5M 0.28% 84
2023
Q3 		$13.7M Sell
167,912
-724
-0.4% -$59.5K 0.34% 73
2023
Q2 		$13.6M Buy
168,636
+116,742
+225% +$8.99M 0.33% 74
2023
Q1 		$3.72M Buy
51,894
+44,425
+595% +$3.22M 0.11% 151
2022
Q4 		$490K Buy
7,469
+2,220
+42% +$143K 0.02% 233
2022
Q3 		$338K Sell
5,249
-120,516
-96% -$9.42M 0.01% 224
2022
Q2 		$10.4M Sell
125,765
-52,050
-29% -$4.63M 0.32% 79
2022
Q1 		$17.4M Buy
177,815
+11,286
+7% +$980K 0.41% 59
2021
Q4 		$14.3M Buy
+166,529
New +$13.9M 0.37% 67

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 $3.38T AUM 44.17% 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 Group Foundation's WELL Position: Q2 2026 in Review

LGT Group Foundation reduced its Welltower (WELL) stake by 3.4% in Q2 2026, selling an estimated $258K and leaving 34,468 shares worth $7.82M. The position accounts for 0.09% of the portfolio, ranked #111.

LGT Group Foundation first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. The position peaked at $17.4M in Q1 2022. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • LGT Group Foundation held 34,468 shares of Welltower worth $7.82M as of Q2 2026.
  • LGT Group Foundation sold 1,219 Welltower shares in Q2 2026, an estimated $258K.
  • Welltower made up 0.09% of LGT Group Foundation's portfolio in Q2 2026, its #111 holding.
  • LGT Group Foundation first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's Welltower position peaked at $17.4M in Q1 2022.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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