Loomis, Sayles & Company
WELL icon

Loomis, Sayles & Company’s Welltower WELL Stock Holding History

Loomis, Sayles & Company’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 		$78.5K Buy
346
+16
+5% +$3.38K ﹤0.01% 600
2026
Q1 		$65.2K Buy
330
+272
+469% +$53.8K ﹤0.01% 611
2025
Q4 		$10.8K Hold
58
– – ﹤0.01% 680
2025
Q3 		$10.3K Sell
58
-3
-5% -$493 ﹤0.01% 697
2025
Q2 		$9.38K Sell
61
-323
-84% -$48.3K ﹤0.01% 707
2025
Q1 		$59K Sell
384
-207
-35% -$29.5K ﹤0.01% 609
2024
Q4 		$74K Buy
591
+497
+529% +$65.2K ﹤0.01% 601
2024
Q3 		$12K Buy
94
+93
+9,300% +$10.9K ﹤0.01% 684
2024
Q2 		$0 Buy
+1
New +$98 ﹤0.01% 757
2016
Q3 		– Sell
-73
Closed -$6K – 1077
2016
Q2 		$6K Buy
+73
New +$5.18K ﹤0.01% 829
2015
Q4 		– Sell
-23,000
Closed -$1.56M – 1123
2015
Q3 		$1.56M Buy
+23,000
New +$1.54M ﹤0.01% 522

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

Loomis, Sayles & Company's WELL Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Welltower (WELL) stake by 4.8% in Q2 2026, buying an estimated $3.38K and bringing the position to 346 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Loomis, Sayles & Company first reported a position in WELL in Q3 2015 and has held it in 11 quarters since. The position peaked at $1.56M in Q3 2015. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Loomis, Sayles & Company held 346 shares of Welltower worth $78.5K as of Q2 2026.
  • Loomis, Sayles & Company bought 16 Welltower shares in Q2 2026, an estimated $3.38K.
  • Welltower made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #600 holding.
  • Loomis, Sayles & Company first reported a position in Welltower in Q3 2015 and has held it in 11 quarters since.
  • Loomis, Sayles & Company's Welltower position peaked at $1.56M in Q3 2015.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.