PineBridge Investments’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.77M | Buy |
7,777
+2,110
| +37% | +$446K | 0.01% | 359 |
|
|
2026
Q1 | $1.12M | Buy |
5,667
+1,079
| +24% | +$213K | 0.01% | 369 |
|
|
2025
Q4 | $852K | Sell |
4,588
-7,019
| -60% | -$1.31M | 0.01% | 436 |
|
|
2025
Q3 | $2.07M | Buy |
11,607
+3,643
| +46% | +$599K | 0.02% | 364 |
|
|
2025
Q2 | $1.22M | Sell |
7,964
-5,310
| -40% | -$794K | 0.01% | 455 |
|
|
2025
Q1 | $2.03M | Buy |
13,274
+8,336
| +169% | +$1.19M | 0.02% | 414 |
|
|
2024
Q4 | $622K | Buy |
+4,938
| New | +$648K | ﹤0.01% | 661 |
|
|
2024
Q2 | – | Sell |
-22,888
| Closed | -$2.14M | – | 625 |
|
|
2024
Q1 | $2.14M | Buy |
+22,888
| New | +$2.07M | 0.02% | 411 |
|
|
2022
Q4 | – | Sell |
-2,521
| Closed | -$162K | – | 783 |
|
|
2022
Q3 | $162K | Hold |
2,521
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $208K | Sell |
2,521
-58,560
| -96% | -$5.21M | ﹤0.01% | 483 |
|
|
2022
Q1 | $5.87M | Buy |
61,081
+1,907
| +3% | +$166K | 0.06% | 266 |
|
|
2021
Q4 | $5.08M | Buy |
59,174
+28,521
| +93% | +$2.38M | 0.05% | 285 |
|
|
2021
Q3 | $2.53M | Buy |
30,653
+5,602
| +22% | +$481K | 0.03% | 367 |
|
|
2021
Q2 | $2.08M | Sell |
25,051
-7,246
| -22% | -$555K | 0.02% | 419 |
|
|
2021
Q1 | $2.31M | Sell |
32,297
-1,898
| -6% | -$127K | 0.03% | 426 |
|
|
2020
Q4 | $2.21M | Buy |
34,195
+1,206
| +4% | +$73.2K | 0.03% | 389 |
|
|
2020
Q3 | $1.82M | Buy |
32,989
+15,995
| +94% | +$878K | 0.03% | 398 |
|
|
2020
Q2 | $880K | Sell |
16,994
-6,752
| -28% | -$332K | 0.02% | 453 |
|
|
2020
Q1 | $1.09M | Sell |
23,746
-6,870
| -22% | -$507K | 0.03% | 373 |
|
|
2019
Q4 | $2.5M | Buy |
30,616
+13,130
| +75% | +$1.12M | 0.04% | 341 |
|
|
2019
Q3 | $1.58M | Buy |
17,486
+15,486
| +774% | +$1.35M | 0.03% | 515 |
|
|
2019
Q2 | $163K | Hold |
2,000
| – | – | ﹤0.01% | 796 |
|
|
2019
Q1 | $155K | Sell |
2,000
-2,990
| -60% | -$224K | ﹤0.01% | 848 |
|
|
2018
Q4 | $346K | Hold |
4,990
| – | – | 0.01% | 759 |
|
|
2018
Q3 | $321K | Hold |
4,990
| – | – | 0.01% | 825 |
|
|
2018
Q2 | $313K | Sell |
4,990
-5,878
| -54% | -$328K | 0.01% | 778 |
|
|
2018
Q1 | $592K | Sell |
10,868
-22,576
| -68% | -$1.27M | 0.01% | 670 |
|
|
2017
Q4 | $2.13M | Buy |
+33,444
| New | +$2.24M | 0.05% | 334 |
|
|
2017
Q1 | – | Sell |
-4,237
| Closed | -$283K | – | 1189 |
|
|
2016
Q4 | $283K | Buy |
4,237
+4,095
| +2,884% | +$271K | 0.01% | 778 |
|
|
2016
Q3 | $11K | Buy |
+142
| New | +$10.9K | ﹤0.01% | 1080 |
|
|
2015
Q3 | – | Sell |
-2,562
| Closed | -$168K | – | 1168 |
|
|
2015
Q2 | $168K | Buy |
+2,562
| New | +$184K | 0.01% | 560 |
|
Other funds holding WELL
PineBridge Investments's WELL Position: Q2 2026 in Review
PineBridge Investments increased its Welltower (WELL) stake by 37% in Q2 2026, buying an estimated $446K and bringing the position to 7,777 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #359.
PineBridge Investments first reported a position in WELL in Q2 2015 and has held it in 31 quarters since. The position peaked at $5.87M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- PineBridge Investments held 7,777 shares of Welltower worth $1.77M as of Q2 2026.
- PineBridge Investments bought 2,110 Welltower shares in Q2 2026, an estimated $446K.
- Welltower made up 0.01% of PineBridge Investments's portfolio in Q2 2026, its #359 holding.
- PineBridge Investments first reported a position in Welltower in Q2 2015 and has held it in 31 quarters since.
- PineBridge Investments's Welltower position peaked at $5.87M in Q1 2022.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on PineBridge Investments's 13F filing for Q2 2026, filed 14 Aug 2026.