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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
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 $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

MUFG Securities Americas's WELL Position: Q1 2026 in Review

MUFG Securities Americas increased its Welltower (WELL) stake by 4.4% in Q1 2026, buying an estimated $161K and bringing the position to 19,307 shares worth $3.82M. The position accounts for 0.25% of the portfolio, ranked #74.

MUFG Securities Americas first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • MUFG Securities Americas held 19,307 shares of Welltower worth $3.82M as of Q1 2026.
  • MUFG Securities Americas bought 817 Welltower shares in Q1 2026, an estimated $161K.
  • Welltower made up 0.25% of MUFG Securities Americas's portfolio in Q1 2026, its #74 holding.
  • MUFG Securities Americas first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on MUFG Securities Americas's 13F filing for Q1 2026, filed 11 May 2026.