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Munich Reinsurance’s Welltower WELL Stock Holding History

Munich Reinsurance’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 		$179K Sell
787
-521
-40% -$110K ﹤0.01% 138
2026
Q1 		$259K Buy
1,308
+70
+6% +$13.8K 0.01% 138
2025
Q4 		$233K Buy
1,238
+252
+26% +$47.1K 0.01% 167
2025
Q3 		$176K Buy
+986
New +$162K ﹤0.01% 168

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

Munich Reinsurance's WELL Position: Q2 2026 in Review

Munich Reinsurance reduced its Welltower (WELL) stake by 40% in Q2 2026, selling an estimated $110K and leaving 787 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Munich Reinsurance first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Munich Reinsurance held 787 shares of Welltower worth $179K as of Q2 2026.
  • Munich Reinsurance sold 521 Welltower shares in Q2 2026, an estimated $110K.
  • Welltower made up ﹤0.01% of Munich Reinsurance's portfolio in Q2 2026, its #138 holding.
  • Munich Reinsurance first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Munich Reinsurance's Welltower position peaked at $259K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Munich Reinsurance's 13F filing for Q2 2026, filed 24 Jul 2026.