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M&G plc’s Welltower WELL Stock Holding History

M&G plc’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 		$1.37M Buy
6,047
+1,261
+26% +$267K 0.01% 309
2026
Q1 		$948K Buy
4,786
+34
+0.7% +$6.72K ﹤0.01% 335
2025
Q4 		$884K Sell
4,752
-642
-12% -$120K ﹤0.01% 326
2025
Q3 		$960K Buy
5,394
+213
+4% +$35K 0.01% 331
2025
Q2 		$798K Buy
5,181
+2,677
+107% +$400K ﹤0.01% 343
2025
Q1 		$383K Buy
2,504
+849
+51% +$121K ﹤0.01% 390
2024
Q4 		$209K Sell
1,655
-1,526
-48% -$200K ﹤0.01% 410
2024
Q3 		$407K Hold
3,181
– – ﹤0.01% 394
2024
Q2 		$331K Buy
+3,181
New +$312K ﹤0.01% 383

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

M&G plc's WELL Position: Q2 2026 in Review

M&G plc increased its Welltower (WELL) stake by 26% in Q2 2026, buying an estimated $267K and bringing the position to 6,047 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #309.

M&G plc first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • M&G plc held 6,047 shares of Welltower worth $1.37M as of Q2 2026.
  • M&G plc bought 1,261 Welltower shares in Q2 2026, an estimated $267K.
  • Welltower made up 0.01% of M&G plc's portfolio in Q2 2026, its #309 holding.
  • M&G plc first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.