Mackenzie Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.8M | Sell |
219,249
-37,210
| -15% | -$7.87M | 0.05% | 267 |
|
|
2026
Q1 | $50.7M | Buy |
256,459
+61,221
| +31% | +$12.1M | 0.06% | 255 |
|
|
2025
Q4 | $36.6M | Buy |
195,238
+92,734
| +90% | +$17.3M | 0.04% | 297 |
|
|
2025
Q3 | $18.3M | Buy |
102,504
+15,615
| +18% | +$2.57M | 0.02% | 400 |
|
|
2025
Q2 | $13.4M | Sell |
86,889
-54,393
| -38% | -$8.13M | 0.02% | 436 |
|
|
2025
Q1 | $21.6M | Sell |
141,282
-92,510
| -40% | -$13.2M | 0.03% | 327 |
|
|
2024
Q4 | $29.5M | Sell |
233,792
-47,677
| -17% | -$6.26M | 0.04% | 285 |
|
|
2024
Q3 | $36M | Buy |
281,469
+137,771
| +96% | +$16.1M | 0.05% | 260 |
|
|
2024
Q2 | $15M | Buy |
143,698
+86,602
| +152% | +$8.49M | 0.02% | 379 |
|
|
2024
Q1 | $5.34M | Sell |
57,096
-32,944
| -37% | -$2.98M | 0.01% | 544 |
|
|
2023
Q4 | $8.12M | Buy |
90,040
+30,231
| +51% | +$2.62M | 0.01% | 465 |
|
|
2023
Q3 | $4.74M | Buy |
59,809
+6,201
| +12% | +$510K | 0.01% | 548 |
|
|
2023
Q2 | $4.37M | Sell |
53,608
-1,239
| -2% | -$95.5K | 0.01% | 583 |
|
|
2023
Q1 | $3.93M | Buy |
54,847
+3,212
| +6% | +$233K | 0.01% | 599 |
|
|
2022
Q4 | $3.38M | Buy |
51,635
+4,885
| +10% | +$314K | 0.01% | 574 |
|
|
2022
Q3 | $3.01M | Buy |
46,750
+1,883
| +4% | +$147K | 0.01% | 612 |
|
|
2022
Q2 | $3.69M | Buy |
44,867
+4,251
| +10% | +$378K | 0.01% | 593 |
|
|
2022
Q1 | $3.9M | Buy |
40,616
+2,440
| +6% | +$212K | 0.01% | 628 |
|
|
2021
Q4 | $3.27M | Sell |
38,176
-8,049
| -17% | -$671K | ﹤0.01% | 654 |
|
|
2021
Q3 | $3.81M | Buy |
46,225
+15,817
| +52% | +$1.36M | 0.01% | 633 |
|
|
2021
Q2 | $2.53M | Buy |
30,408
+4,350
| +17% | +$333K | ﹤0.01% | 682 |
|
|
2021
Q1 | $1.87M | Sell |
26,058
-5,879
| -18% | -$395K | ﹤0.01% | 696 |
|
|
2020
Q4 | $2.06M | Buy |
31,937
+2,919
| +10% | +$177K | ﹤0.01% | 597 |
|
|
2020
Q3 | $1.6M | Buy |
29,018
+1,338
| +5% | +$73.5K | ﹤0.01% | 595 |
|
|
2020
Q2 | $1.43M | Sell |
27,680
-3,330
| -11% | -$164K | ﹤0.01% | 618 |
|
|
2020
Q1 | $1.42M | Sell |
31,010
-26,459
| -46% | -$1.95M | ﹤0.01% | 568 |
|
|
2019
Q4 | $4.7M | Buy |
57,469
+4,119
| +8% | +$353K | 0.01% | 452 |
|
|
2019
Q3 | $4.84M | Sell |
53,350
-135
| -0.3% | -$11.7K | 0.01% | 453 |
|
|
2019
Q2 | $4.36M | Buy |
53,485
+2,260
| +4% | +$178K | 0.01% | 469 |
|
|
2019
Q1 | $3.98M | Buy |
51,225
+16,068
| +46% | +$1.21M | 0.01% | 601 |
|
|
2018
Q4 | $2.44M | Buy |
35,157
+1,384
| +4% | +$94.2K | 0.01% | 673 |
|
|
2018
Q3 | $2.17M | Buy |
33,773
+24,129
| +250% | +$1.56M | 0.01% | 641 |
|
|
2018
Q2 | $605K | Buy |
9,644
+292
| +3% | +$16.3K | ﹤0.01% | 753 |
|
|
2018
Q1 | $509K | Buy |
9,352
+1,956
| +26% | +$110K | ﹤0.01% | 732 |
|
|
2017
Q4 | $472K | Buy |
7,396
+786
| +12% | +$52.8K | ﹤0.01% | 695 |
|
|
2017
Q3 | $465K | Buy |
6,610
+1,812
| +38% | +$132K | ﹤0.01% | 527 |
|
|
2017
Q2 | $359K | Buy |
4,798
+329
| +7% | +$24.1K | ﹤0.01% | 547 |
|
|
2017
Q1 | $316K | Buy |
4,469
+38
| +0.9% | +$2.56K | ﹤0.01% | 567 |
|
|
2016
Q4 | $297K | Buy |
4,431
+535
| +14% | +$35.4K | ﹤0.01% | 559 |
|
|
2016
Q3 | $291K | Buy |
3,896
+585
| +18% | +$44.8K | ﹤0.01% | 572 |
|
|
2016
Q2 | $252K | Buy |
3,311
+108
| +3% | +$7.67K | ﹤0.01% | 854 |
|
|
2016
Q1 | $222K | Buy |
+3,203
| New | +$207K | ﹤0.01% | 767 |
|
|
2015
Q3 | – | Sell |
-5,354
| Closed | -$351K | – | 836 |
|
|
2015
Q2 | $351K | Buy |
5,354
+834
| +18% | +$59.8K | ﹤0.01% | 725 |
|
|
2015
Q1 | $350K | Buy |
4,520
+345
| +8% | +$27.2K | ﹤0.01% | 712 |
|
|
2014
Q4 | $316K | Buy |
+4,175
| New | +$298K | ﹤0.01% | 689 |
|
Other funds holding WELL
Mackenzie Financial's WELL Position: Q2 2026 in Review
Mackenzie Financial reduced its Welltower (WELL) stake by 15% in Q2 2026, selling an estimated $7.87M and leaving 219,249 shares worth $49.8M. The position accounts for 0.05% of the portfolio, ranked #267.
Mackenzie Financial first reported a position in WELL in Q4 2014 and has held it in 45 quarters since. The position peaked at $50.7M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Mackenzie Financial held 219,249 shares of Welltower worth $49.8M as of Q2 2026.
- Mackenzie Financial sold 37,210 Welltower shares in Q2 2026, an estimated $7.87M.
- Welltower made up 0.05% of Mackenzie Financial's portfolio in Q2 2026, its #267 holding.
- Mackenzie Financial first reported a position in Welltower in Q4 2014 and has held it in 45 quarters since.
- Mackenzie Financial's Welltower position peaked at $50.7M in Q1 2026.
- 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.