National Bank of Canada
WELL icon

National Bank of Canada’s Welltower WELL Stock Holding History

National Bank of Canada’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 		$26.8M Sell
135,683
-291,610
-68% -$57.6M 0.02% 414
2025
Q4 		$79.3M Buy
427,293
+143,185
+50% +$26.7M 0.07% 228
2025
Q3 		$50.6M Sell
284,108
-360,460
-56% -$59.2M 0.05% 289
2025
Q2 		$99.1M Sell
644,568
-50,321
-7% -$7.52M 0.09% 187
2025
Q1 		$106M Buy
694,889
+229,330
+49% +$32.7M 0.11% 178
2024
Q4 		$58.7M Buy
465,559
+230,314
+98% +$30.2M 0.06% 276
2024
Q3 		$30.1M Buy
235,245
+70,914
+43% +$8.27M 0.03% 397
2024
Q2 		$17.1M Buy
164,331
+41,983
+34% +$4.11M 0.02% 427
2024
Q1 		$12.1M Sell
122,348
-19,894
-14% -$1.8M 0.02% 572
2023
Q4 		$12.8M Buy
142,242
+31,506
+28% +$2.73M 0.02% 507
2023
Q3 		$9.05M Buy
110,736
+27,783
+33% +$2.29M 0.01% 636
2023
Q2 		$6.76M Buy
82,953
+50,620
+157% +$3.9M 0.01% 637
2023
Q1 		$2.32M Buy
32,333
+18,443
+133% +$1.34M 0.01% 816
2022
Q4 		$910K Buy
13,890
+12,192
+718% +$784K ﹤0.01% 1106
2022
Q3 		$109K Hold
1,698
– – ﹤0.01% 1504
2022
Q2 		$140K Buy
1,698
+22
+1% +$1.96K ﹤0.01% 1489
2022
Q1 		$161K Buy
1,676
+112
+7% +$9.73K ﹤0.01% 1563
2021
Q4 		$134K Buy
+1,564
New +$130K ﹤0.01% 1561

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

National Bank of Canada's WELL Position: Q1 2026 in Review

National Bank of Canada reduced its Welltower (WELL) stake by 68% in Q1 2026, selling an estimated $57.6M and leaving 135,683 shares worth $26.8M. The position accounts for 0.02% of the portfolio, ranked #414.

National Bank of Canada first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. The position peaked at $106M in Q1 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • National Bank of Canada held 135,683 shares of Welltower worth $26.8M as of Q1 2026.
  • National Bank of Canada sold 291,610 Welltower shares in Q1 2026, an estimated $57.6M.
  • Welltower made up 0.02% of National Bank of Canada's portfolio in Q1 2026, its #414 holding.
  • National Bank of Canada first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's Welltower position peaked at $106M in Q1 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.