Natixis’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $62.9M | Buy |
318,076
+80,833
| +34% | +$16M | 0.22% | 57 |
|
|
2025
Q4 | $44M | Sell |
237,243
-2,850
| -1% | -$532K | 0.16% | 91 |
|
|
2025
Q3 | $42.8M | Sell |
240,093
-13,710
| -5% | -$2.25M | 0.2% | 86 |
|
|
2025
Q2 | $39M | Buy |
253,803
+34,955
| +16% | +$5.22M | 0.17% | 83 |
|
|
2025
Q1 | $33.6M | Sell |
218,848
-680
| -0.3% | -$96.9K | 0.18% | 86 |
|
|
2024
Q4 | $27.7M | Buy |
219,528
+115,272
| +111% | +$15.1M | 0.17% | 101 |
|
|
2024
Q3 | $13.3M | Sell |
104,256
-200,542
| -66% | -$23.4M | 0.08% | 180 |
|
|
2024
Q2 | $31.8M | Sell |
304,798
-16,023
| -5% | -$1.57M | 0.18% | 99 |
|
|
2024
Q1 | $30M | Buy |
320,821
+269,970
| +531% | +$24.4M | 0.16% | 115 |
|
|
2023
Q4 | $4.59M | Buy |
50,851
+18,437
| +57% | +$1.6M | 0.03% | 304 |
|
|
2023
Q3 | $2.66M | Buy |
32,414
+30,984
| +2,167% | +$2.55M | 0.02% | 361 |
|
|
2023
Q2 | $116K | Buy |
+1,430
| New | +$110K | ﹤0.01% | 787 |
|
|
2023
Q1 | – | Sell |
-29,160
| Closed | -$1.91M | – | 1220 |
|
|
2022
Q4 | $1.91M | Sell |
29,160
-43,066
| -60% | -$2.77M | 0.01% | 542 |
|
|
2022
Q3 | $4.64M | Sell |
72,226
-120,963
| -63% | -$9.46M | 0.02% | 430 |
|
|
2022
Q2 | $15.9M | Sell |
193,189
-75,749
| -28% | -$6.74M | 0.06% | 220 |
|
|
2022
Q1 | $25.9M | Buy |
268,938
+184,110
| +217% | +$16M | 0.09% | 214 |
|
|
2021
Q4 | $7.28M | Sell |
84,828
-545,467
| -87% | -$45.5M | 0.02% | 475 |
|
|
2021
Q3 | $51.9M | Buy |
+630,295
| New | +$54.2M | 0.18% | 109 |
|
|
2021
Q2 | – | Sell |
-9,817
| Closed | -$703K | – | 1111 |
|
|
2021
Q1 | $703K | Sell |
9,817
-12,592
| -56% | -$846K | ﹤0.01% | 903 |
|
|
2020
Q4 | $1.45M | Sell |
22,409
-85,520
| -79% | -$5.19M | 0.01% | 742 |
|
|
2020
Q3 | $5.95M | Buy |
+107,929
| New | +$5.93M | 0.04% | 243 |
|
|
2020
Q2 | – | Sell |
-6,922
| Closed | -$317K | – | 867 |
|
|
2020
Q1 | $317K | Buy |
+6,922
| New | +$511K | ﹤0.01% | 629 |
|
|
2019
Q1 | – | Sell |
-79,363
| Closed | -$5.51M | – | 897 |
|
|
2018
Q4 | $5.51M | Buy |
79,363
+15,858
| +25% | +$1.08M | 0.05% | 306 |
|
|
2018
Q3 | $4.08M | Sell |
63,505
-239,001
| -79% | -$15.4M | 0.02% | 401 |
|
|
2018
Q2 | $19M | Buy |
302,506
+177,661
| +142% | +$9.9M | 0.1% | 192 |
|
|
2018
Q1 | $6.69M | Buy |
+124,845
| New | +$7.05M | 0.04% | 315 |
|
|
2017
Q4 | – | Sell |
-18,070
| Closed | -$1.27M | – | 1203 |
|
|
2017
Q3 | $1.27M | Buy |
+18,070
| New | +$1.31M | 0.01% | 481 |
|
|
2017
Q1 | – | Sell |
-17,559
| Closed | -$1.18M | – | 1035 |
|
|
2016
Q4 | $1.18M | Buy |
17,559
+6,521
| +59% | +$432K | 0.01% | 433 |
|
|
2016
Q3 | $825K | Buy |
+11,038
| New | +$845K | 0.01% | 358 |
|
|
2015
Q2 | – | Sell |
-12,103
| Closed | -$936K | – | 453 |
|
|
2015
Q1 | $936K | Buy |
12,103
+5,761
| +91% | +$453K | 0.01% | 239 |
|
|
2014
Q4 | $480K | Buy |
+6,342
| New | +$453K | 0.01% | 291 |
|
Other funds holding WELL
VCM
VPM
Natixis's WELL Position: Q1 2026 in Review
Natixis increased its Welltower (WELL) stake by 34% in Q1 2026, buying an estimated $16M and bringing the position to 318,076 shares worth $62.9M. The position accounts for 0.22% of the portfolio, ranked #57.
Natixis first reported a position in WELL in Q4 2014 and has held it in 31 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Natixis held 318,076 shares of Welltower worth $62.9M as of Q1 2026.
- Natixis bought 80,833 Welltower shares in Q1 2026, an estimated $16M.
- Welltower made up 0.22% of Natixis's portfolio in Q1 2026, its #57 holding.
- Natixis first reported a position in Welltower in Q4 2014 and has held it in 31 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Natixis's 13F filing for Q1 2026, filed 14 May 2026.