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MUFG Securities Americas’s Welltower WELL Stock Holding History

MUFG Securities Americas’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 		$4.83M Buy
21,261
+1,954
+10% +$413K 0.25% 71
2026
Q1 		$3.82M Buy
19,307
+817
+4% +$161K 0.25% 74
2025
Q4 		$3.43M Buy
18,490
+454
+3% +$84.8K 0.21% 88
2025
Q3 		$3.21M Buy
18,036
+4,268
+31% +$702K 0.21% 92
2025
Q2 		$2.12M Buy
13,768
+2,984
+28% +$446K 0.18% 110
2025
Q1 		$1.65M Buy
10,784
+2,052
+23% +$292K 0.19% 105
2024
Q4 		$1.1M Buy
+8,732
New +$1.15M 0.14% 136

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

MUFG Securities Americas's WELL Position: Q2 2026 in Review

MUFG Securities Americas increased its Welltower (WELL) stake by 10% in Q2 2026, buying an estimated $413K and bringing the position to 21,261 shares worth $4.83M. The position accounts for 0.25% of the portfolio, ranked #71.

MUFG Securities Americas first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • MUFG Securities Americas held 21,261 shares of Welltower worth $4.83M as of Q2 2026.
  • MUFG Securities Americas bought 1,954 Welltower shares in Q2 2026, an estimated $413K.
  • Welltower made up 0.25% of MUFG Securities Americas's portfolio in Q2 2026, its #71 holding.
  • MUFG Securities Americas first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.