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New York Life Investment Management’s Welltower WELL Stock Holding History

New York Life Investment Management’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 		$23.9M Buy
105,305
+1,376
+1% +$291K 0.17% 112
2026
Q1 		$20.5M Buy
103,929
+4,707
+5% +$930K 0.17% 109
2025
Q4 		$18.4M Buy
99,222
+1,856
+2% +$347K 0.16% 122
2025
Q3 		$17.3M Buy
97,366
+4,019
+4% +$661K 0.15% 125
2025
Q2 		$14.4M Buy
93,347
+3,134
+3% +$468K 0.13% 141
2025
Q1 		$13.8M Buy
90,213
+2,144
+2% +$305K 0.14% 137
2024
Q4 		$11.1M Sell
88,069
-49,526
-36% -$6.5M 0.11% 168
2024
Q3 		$17.6M Sell
137,595
-15,998
-10% -$1.87M 0.17% 117
2024
Q2 		$16M Sell
153,593
-3,972
-3% -$389K 0.16% 127
2024
Q1 		$14.7M Sell
157,565
-2,539
-2% -$230K 0.15% 130
2023
Q4 		$14.4M Buy
160,104
+70,101
+78% +$6.08M 0.15% 136
2023
Q3 		$7.37M Buy
90,003
+2,945
+3% +$242K 0.08% 226
2023
Q2 		$7.04M Buy
87,058
+1,377
+2% +$106K 0.07% 252
2023
Q1 		$6.14M Sell
85,681
-1,367
-2% -$99.2K 0.07% 287
2022
Q4 		$5.71M Buy
87,048
+1,153
+1% +$74.1K 0.07% 299
2022
Q3 		$5.53M Buy
85,895
+14,266
+20% +$1.12M 0.07% 291
2022
Q2 		$5.9M Buy
+71,629
New +$6.37M 0.07% 280
2015
Q4 		– Sell
-2,800
Closed -$190K – 207
2015
Q3 		$190K Hold
2,800
– – 0.02% 198
2015
Q2 		$184K Sell
2,800
-2,600
-48% -$186K 0.02% 201
2015
Q1 		$418K Sell
5,400
-400
-7% -$31.5K 0.05% 115
2014
Q4 		$439K Sell
5,800
-1,600
-22% -$114K 0.05% 110
2014
Q3 		$462K Hold
7,400
– – 0.08% 95
2014
Q2 		$464K Buy
+7,400
New +$466K 0.08% 93
2013
Q3 		– Sell
-3,000
Closed -$201K – 160
2013
Q2 		$201K Buy
+3,000
New +$213K 0.06% 102

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

New York Life Investment Management's WELL Position: Q2 2026 in Review

New York Life Investment Management increased its Welltower (WELL) stake by 1.3% in Q2 2026, buying an estimated $291K and bringing the position to 105,305 shares worth $23.9M. The position accounts for 0.17% of the portfolio, ranked #112.

New York Life Investment Management first reported a position in WELL in Q2 2013 and has held it in 24 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • New York Life Investment Management held 105,305 shares of Welltower worth $23.9M as of Q2 2026.
  • New York Life Investment Management bought 1,376 Welltower shares in Q2 2026, an estimated $291K.
  • Welltower made up 0.17% of New York Life Investment Management's portfolio in Q2 2026, its #112 holding.
  • New York Life Investment Management first reported a position in Welltower in Q2 2013 and has held it in 24 quarters since.
  • 1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.