MUFG Securities EMEA’s Welltower WELL Stock Holding History

MUFG Securities EMEA’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	$5.66M	Buy	28,606 +470	+2%	+$92.9K	0.08%	156
2025 Q4	$5.22M	Buy	28,136 +15,334	+120%	+$2.86M	0.06%	194
2025 Q3	$2.28M	Buy	12,802 +10,966	+597%	+$1.8M	0.06%	154
2025 Q2	$282K	Buy	+1,836	New	+$274K	0.01%	177
2022 Q4	–	Sell	-3,051,525	Closed	-$196M	–	180
2022 Q3	$196M	Hold	3,051,525	–	–	3.6%	2
2022 Q2	$251M	Buy	+3,051,525	New	+$272M	4.48%	3
2018 Q4	–	Sell	-10,086	Closed	-$649K	–	726
2018 Q3	$649K	Buy	10,086 +9,669	+2,319%	+$625K	0.01%	414
2018 Q2	$26K	Buy	+417	New	+$23.2K	﹤0.01%	371

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

MUFG Securities EMEA increased its Welltower (WELL) stake by 1.7% in Q1 2026, buying an estimated $92.9K and bringing the position to 28,606 shares worth $5.66M. The position accounts for 0.08% of the portfolio, ranked #156.

MUFG Securities EMEA first reported a position in WELL in Q2 2018 and has held it in 8 quarters since. The position peaked at $251M in Q2 2022. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

MUFG Securities EMEA held 28,606 shares of Welltower worth $5.66M as of Q1 2026.
MUFG Securities EMEA bought 470 Welltower shares in Q1 2026, an estimated $92.9K.
Welltower made up 0.08% of MUFG Securities EMEA's portfolio in Q1 2026, its #156 holding.
MUFG Securities EMEA first reported a position in Welltower in Q2 2018 and has held it in 8 quarters since.
MUFG Securities EMEA's Welltower position peaked at $251M in Q2 2022.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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