Primecap Management
WELL icon

Primecap Management’s Welltower WELL Stock Holding History

Primecap 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 		$87.5M Buy
385,509
+1,200
+0.3% +$254K 0.05% 167
2026
Q1 		$76M Hold
384,309
– – 0.06% 168
2025
Q4 		$71.3M Sell
384,309
-6,200
-2% -$1.16M 0.05% 175
2025
Q3 		$69.6M Buy
390,509
+4,000
+1% +$657K 0.05% 180
2025
Q2 		$59.4M Buy
386,509
+347,009
+879% +$51.9M 0.05% 182
2025
Q1 		$6.05M Buy
+39,500
New +$5.63M 0.01% 274

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

Primecap Management's WELL Position: Q2 2026 in Review

Primecap Management increased its Welltower (WELL) stake by 0.31% in Q2 2026, buying an estimated $254K and bringing the position to 385,509 shares worth $87.5M. The position accounts for 0.05% of the portfolio, ranked #167.

Primecap Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Primecap Management held 385,509 shares of Welltower worth $87.5M as of Q2 2026.
  • Primecap Management bought 1,200 Welltower shares in Q2 2026, an estimated $254K.
  • Welltower made up 0.05% of Primecap Management's portfolio in Q2 2026, its #167 holding.
  • Primecap Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.