MGP
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Metis Global Partners’s Welltower WELL Stock Holding History

Metis Global Partners’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 		$41.5M Buy
209,917
+18,065
+9% +$3.57M 1.02% 16
2025
Q4 		$35.6M Buy
191,852
+12,775
+7% +$2.39M 0.84% 17
2025
Q3 		$31.9M Buy
179,077
+45,113
+34% +$7.42M 0.75% 19
2025
Q2 		$20.6M Buy
133,964
+26,318
+24% +$3.93M 0.53% 28
2025
Q1 		$16.5M Buy
107,646
+13,454
+14% +$1.92M 0.46% 33
2024
Q4 		$11.9M Buy
94,192
+3,574
+4% +$469K 0.36% 45
2024
Q3 		$11.6M Buy
90,618
+14,619
+19% +$1.71M 0.36% 45
2024
Q2 		$7.92M Buy
75,999
+9,833
+15% +$964K 0.27% 59
2024
Q1 		$6.18M Buy
66,166
+1,604
+2% +$145K 0.22% 72
2023
Q4 		$5.82M Buy
64,562
+6,201
+11% +$538K 0.23% 69
2023
Q3 		$4.78M Buy
58,361
+4,435
+8% +$365K 0.23% 83
2023
Q2 		$4.36M Buy
53,926
+31,415
+140% +$2.42M 0.24% 83
2023
Q1 		$1.61M Buy
22,511
+2,985
+15% +$217K 0.1% 212
2022
Q4 		$1.28M Buy
19,526
+10,443
+115% +$671K 0.11% 202
2022
Q3 		$583K Buy
9,083
+1,103
+14% +$86.2K 0.09% 246
2022
Q2 		$658K Buy
7,980
+1,096
+16% +$97.5K 0.11% 219
2022
Q1 		$661K Buy
6,884
+3,194
+87% +$277K 0.08% 231
2021
Q4 		$317K Buy
+3,690
New +$308K 0.09% 259

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

Metis Global Partners's WELL Position: Q1 2026 in Review

Metis Global Partners increased its Welltower (WELL) stake by 9.4% in Q1 2026, buying an estimated $3.57M and bringing the position to 209,917 shares worth $41.5M. The position accounts for 1.02% of the portfolio, ranked #16.

Metis Global Partners first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Metis Global Partners held 209,917 shares of Welltower worth $41.5M as of Q1 2026.
  • Metis Global Partners bought 18,065 Welltower shares in Q1 2026, an estimated $3.57M.
  • Welltower made up 1.02% of Metis Global Partners's portfolio in Q1 2026, its #16 holding.
  • Metis Global Partners first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.