Mitsubishi UFJ Trust & Banking
WELL icon

Mitsubishi UFJ Trust & Banking’s Welltower WELL Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$129M Buy
567,762
+53,951
+11% +$11.4M 0.28% 79
2026
Q1 		$102M Buy
513,811
+17,548
+4% +$3.47M 0.25% 88
2025
Q4 		$92.1M Sell
496,263
-3,818
-0.8% -$713K 0.22% 100
2025
Q3 		$89.1M Sell
500,081
-2,756
-0.5% -$453K 0.2% 108
2025
Q2 		$77.3M Sell
502,837
-1,085
-0.2% -$162K 0.18% 123
2025
Q1 		$77.2M Buy
503,922
+101,234
+25% +$14.4M 0.2% 109
2024
Q4 		$50.8M Buy
402,688
+123,228
+44% +$16.2M 0.12% 185
2024
Q3 		$35.8M Buy
279,460
+13,883
+5% +$1.62M 0.08% 265
2024
Q2 		$27.7M Sell
265,577
-145,762
-35% -$14.3M 0.07% 302
2024
Q1 		$38.2M Sell
411,339
-121,248
-23% -$11M 0.09% 253
2023
Q4 		$48M Sell
532,587
-201,281
-27% -$17.5M 0.11% 206
2023
Q3 		$60.1M Buy
733,868
+271
+0% +$22.3K 0.15% 160
2023
Q2 		$59.3M Sell
733,597
-5,188
-0.7% -$400K 0.14% 167
2023
Q1 		$53M Buy
738,785
+174,314
+31% +$12.6M 0.13% 181
2022
Q4 		$37M Buy
564,471
+14,862
+3% +$955K 0.1% 239
2022
Q3 		$35.4M Buy
549,609
+5,733
+1% +$448K 0.1% 222
2022
Q2 		$44.8M Buy
543,876
+82,246
+18% +$7.32M 0.11% 194
2022
Q1 		$44.4M Buy
461,630
+216,274
+88% +$18.8M 0.1% 210
2021
Q4 		$21M Sell
245,356
-194,085
-44% -$16.2M 0.04% 402
2021
Q3 		$36.2M Sell
439,441
-386,264
-47% -$33.2M 0.08% 273
2021
Q2 		$68.5M Sell
825,705
-102,411
-11% -$7.84M 0.14% 168
2021
Q1 		$61.7M Sell
928,116
-170,940
-16% -$11.5M 0.14% 185
2020
Q4 		$71M Buy
1,099,056
+21,462
+2% +$1.3M 0.14% 173
2020
Q3 		$59.4M Sell
1,077,594
-12,753
-1% -$700K 0.13% 183
2020
Q2 		$56.4M Buy
1,090,347
+684,391
+169% +$33.6M 0.14% 175
2020
Q1 		$18.6M Buy
405,956
+9,318
+2% +$688K 0.05% 354
2019
Q4 		$32.4M Buy
396,638
+1,791
+0.5% +$153K 0.08% 294
2019
Q3 		$35.7M Buy
394,847
+31,085
+9% +$2.71M 0.09% 258
2019
Q2 		$29.7M Buy
363,762
+49,679
+16% +$3.91M 0.1% 244
2019
Q1 		$24.7M Sell
314,083
-2,355
-0.7% -$177K 0.09% 265
2018
Q4 		$22M Buy
316,438
+1,646
+0.5% +$112K 0.09% 252
2018
Q3 		$20.2M Sell
314,792
-472,585
-60% -$30.5M 0.07% 316
2018
Q2 		$49.4M Buy
787,377
+29,093
+4% +$1.62M 0.08% 269
2018
Q1 		$41.3M Buy
758,284
+4,129
+0.5% +$233K 0.07% 304
2017
Q4 		$48.1M Buy
754,155
+4,158
+0.6% +$279K 0.08% 270
2017
Q3 		$52.7M Sell
749,997
-2,878
-0.4% -$209K 0.1% 237
2017
Q2 		$56.4M Sell
752,875
-18,896
-2% -$1.38M 0.11% 217
2017
Q1 		$54.7M Buy
771,771
+5,190
+0.7% +$350K 0.11% 225
2016
Q4 		$51.3M Sell
766,581
-57,715
-7% -$3.82M 0.11% 222
2016
Q3 		$61.6M Buy
824,296
+31,862
+4% +$2.44M 0.13% 193
2016
Q2 		$60.4M Buy
792,434
+50,387
+7% +$3.58M 0.13% 178
2016
Q1 		$51.5M Buy
742,047
+10,874
+1% +$701K 0.12% 210
2015
Q4 		$49.7M Buy
731,173
+16,363
+2% +$1.07M 0.11% 211
2015
Q3 		$48.4M Sell
714,810
-13,842
-2% -$924K 0.12% 203
2015
Q2 		$47.8M Buy
728,652
+25,801
+4% +$1.85M 0.11% 214
2015
Q1 		$54.4M Buy
702,851
+62,015
+10% +$4.88M 0.13% 202
2014
Q4 		$48.5M Buy
640,836
+1,458
+0.2% +$104K 0.11% 216
2014
Q3 		$39.9M Buy
639,378
+50,854
+9% +$3.28M 0.1% 246
2014
Q2 		$36.9M Sell
588,524
-9,202
-2% -$579K 0.09% 280
2014
Q1 		$35.6M Buy
597,726
+16,242
+3% +$928K 0.09% 279
2013
Q4 		$31.1M Buy
581,484
+280
+0% +$16.7K 0.08% 304
2013
Q3 		$36.3M Buy
581,204
+15,135
+3% +$963K 0.1% 249
2013
Q2 		$37.9M Buy
+566,069
New +$40.2M 0.11% 227

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

Mitsubishi UFJ Trust & Banking's WELL Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $11.4M and bringing the position to 567,762 shares worth $129M. The position accounts for 0.28% of the portfolio, ranked #79.

Mitsubishi UFJ Trust & Banking first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking held 567,762 shares of Welltower worth $129M as of Q2 2026.
  • Mitsubishi UFJ Trust & Banking bought 53,951 Welltower shares in Q2 2026, an estimated $11.4M.
  • Welltower made up 0.28% of Mitsubishi UFJ Trust & Banking's portfolio in Q2 2026, its #79 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.