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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
Q2 		$47.7M Buy
210,254
+337
+0.2% +$71.2K 1.08% 16
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 $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

Metis Global Partners's WELL Position: Q2 2026 in Review

Metis Global Partners increased its Welltower (WELL) stake by 0.16% in Q2 2026, buying an estimated $71.2K and bringing the position to 210,254 shares worth $47.7M. The position accounts for 1.08% of the portfolio, ranked #16.

Metis Global Partners first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Metis Global Partners held 210,254 shares of Welltower worth $47.7M as of Q2 2026.
  • Metis Global Partners bought 337 Welltower shares in Q2 2026, an estimated $71.2K.
  • Welltower made up 1.08% of Metis Global Partners's portfolio in Q2 2026, its #16 holding.
  • Metis Global Partners first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.