Massachusetts Financial Services
WELL icon

Massachusetts Financial Services’s Welltower WELL Stock Holding History

Massachusetts Financial Services’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
Q1 		$3.91M Buy
1,162,700
+169,500
+17% +$33.5M ﹤0.01% 770
2025
Q4 		$184M Buy
+993,200
New +$186M 0.06% 281

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services's WELL Position: Q1 2023 in Review

Massachusetts Financial Services sold out of Welltower (WELL) in Q1 2023, closing a stake of 333,542 shares — an estimated $21.9M sold.

Massachusetts Financial Services first reported a position in WELL in Q2 2017 and held it in 23 quarters. The position peaked at $150M in Q3 2021. 775 funds tracked by Wall St. Rank hold WELL as of Q1 2023.

  • Massachusetts Financial Services reported no remaining Welltower position as of Q1 2023 after selling out during the quarter.
  • Massachusetts Financial Services sold 333,542 Welltower shares in Q1 2023, an estimated $21.9M.
  • Massachusetts Financial Services first reported a position in Welltower in Q2 2017 and held it in 23 quarters.
  • Massachusetts Financial Services's Welltower position peaked at $150M in Q3 2021.
  • 775 funds tracked by Wall St. Rank held Welltower as of Q1 2023.

Based on Massachusetts Financial Services's 13F filing for Q1 2023, filed 10 May 2023.