M&G plc
WELL icon

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
Q3 		$1.12M Sell
4,873
-1,174
-19% -$278K 0.01% 299
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

M&G plc's WELL Position: Q3 2026 in Review

M&G plc reduced its Welltower (WELL) stake by 19% in Q3 2026, selling an estimated $278K and leaving 4,873 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #299.

M&G plc first reported a position in WELL in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2026. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • M&G plc held 4,873 shares of Welltower worth $1.12M as of Q3 2026.
  • M&G plc sold 1,174 Welltower shares in Q3 2026, an estimated $278K.
  • Welltower made up 0.01% of M&G plc's portfolio in Q3 2026, its #299 holding.
  • M&G plc first reported a position in Welltower in Q2 2024 and has held it in 10 quarters since.
  • M&G plc's Welltower position peaked at $1.37M in Q2 2026.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on M&G plc's 13F filing for Q3 2026, filed 4 Nov 2026.