Principal Financial Group’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 | $1.9B | Sell |
9,606,655
-487,428
| -5% | -$96.3M | 1.01% | 14 |
|
|
2025
Q4 | $1.87B | Sell |
10,094,083
-89,976
| -0.9% | -$16.8M | 0.96% | 17 |
|
|
2025
Q3 | $1.81B | Sell |
10,184,059
-249,605
| -2% | -$41M | 0.92% | 16 |
|
|
2025
Q2 | $1.6B | Sell |
10,433,664
-1,028,752
| -9% | -$154M | 0.85% | 18 |
|
|
2025
Q1 | $1.76B | Sell |
11,462,416
-446,223
| -4% | -$63.6M | 0.99% | 14 |
|
|
2024
Q4 | $1.5B | Sell |
11,908,639
-266,153
| -2% | -$34.9M | 0.82% | 21 |
|
|
2024
Q3 | $1.56B | Sell |
12,174,792
-264,384
| -2% | -$30.8M | 0.85% | 18 |
|
|
2024
Q2 | $1.3B | Sell |
12,439,176
-19,449
| -0.2% | -$1.91M | 0.77% | 22 |
|
|
2024
Q1 | $1.16B | Sell |
12,458,625
-553,875
| -4% | -$50.2M | 0.68% | 26 |
|
|
2023
Q4 | $1.17B | Buy |
13,012,500
+87,106
| +0.7% | +$7.56M | 0.75% | 22 |
|
|
2023
Q3 | $1.06B | Buy |
12,925,394
+2,596,718
| +25% | +$214M | 0.76% | 21 |
|
|
2023
Q2 | $835M | Sell |
10,328,676
-32,493
| -0.3% | -$2.5M | 0.57% | 31 |
|
|
2023
Q1 | $743M | Buy |
10,361,169
+129,026
| +1% | +$9.36M | 0.53% | 35 |
|
|
2022
Q4 | $671M | Buy |
10,232,143
+3,386,635
| +49% | +$218M | 0.51% | 39 |
|
|
2022
Q3 | $440M | Buy |
6,845,508
+2,230,350
| +48% | +$174M | 0.35% | 66 |
|
|
2022
Q2 | $380M | Buy |
4,615,158
+82,215
| +2% | +$7.32M | 0.28% | 84 |
|
|
2022
Q1 | $436M | Sell |
4,532,943
-39,060
| -0.9% | -$3.39M | 0.27% | 93 |
|
|
2021
Q4 | $392M | Sell |
4,572,003
-1,251,273
| -21% | -$104M | 0.23% | 117 |
|
|
2021
Q3 | $480M | Sell |
5,823,276
-8,434,334
| -59% | -$725M | 0.31% | 80 |
|
|
2021
Q2 | $1.18B | Buy |
14,257,610
+187,373
| +1% | +$14.3M | 0.77% | 14 |
|
|
2021
Q1 | $1.01B | Buy |
14,070,237
+73,768
| +0.5% | +$4.95M | 0.71% | 17 |
|
|
2020
Q4 | $904M | Buy |
13,996,469
+2,023,355
| +17% | +$123M | 0.67% | 21 |
|
|
2020
Q3 | $660M | Buy |
11,973,114
+986,561
| +9% | +$54.2M | 0.56% | 33 |
|
|
2020
Q2 | $569M | Buy |
10,986,553
+5,066,029
| +86% | +$249M | 0.5% | 37 |
|
|
2020
Q1 | $271M | Sell |
5,920,524
-3,166,724
| -35% | -$234M | 0.3% | 88 |
|
|
2019
Q4 | $743M | Buy |
9,087,248
+278,414
| +3% | +$23.8M | 0.62% | 19 |
|
|
2019
Q3 | $799M | Sell |
8,808,834
-215,494
| -2% | -$18.8M | 0.7% | 15 |
|
|
2019
Q2 | $736M | Buy |
9,024,328
+305,010
| +3% | +$24M | 0.66% | 18 |
|
|
2019
Q1 | $677M | Buy |
8,719,318
+1,032,562
| +13% | +$77.5M | 0.63% | 20 |
|
|
2018
Q4 | $534M | Buy |
7,686,756
+162,623
| +2% | +$11.1M | 0.57% | 28 |
|
|
2018
Q3 | $484M | Buy |
7,524,133
+980,800
| +15% | +$63.4M | 0.43% | 37 |
|
|
2018
Q2 | $410M | Buy |
6,543,333
+871,018
| +15% | +$48.5M | 0.38% | 55 |
|
|
2018
Q1 | $309M | Buy |
5,672,315
+249,294
| +5% | +$14.1M | 0.3% | 69 |
|
|
2017
Q4 | $346M | Buy |
5,423,021
+380,085
| +8% | +$25.5M | 0.32% | 67 |
|
|
2017
Q3 | $354M | Sell |
5,042,936
-1,511,637
| -23% | -$110M | 0.34% | 56 |
|
|
2017
Q2 | $491M | Buy |
6,554,573
+62,933
| +1% | +$4.6M | 0.49% | 30 |
|
|
2017
Q1 | $460M | Sell |
6,491,640
-13,030
| -0.2% | -$879K | 0.55% | 25 |
|
|
2016
Q4 | $435M | Sell |
6,504,670
-577,252
| -8% | -$38.2M | 0.55% | 26 |
|
|
2016
Q3 | $530M | Buy |
7,081,922
+471,935
| +7% | +$36.1M | 0.7% | 16 |
|
|
2016
Q2 | $503M | Buy |
6,609,987
+97,537
| +1% | +$6.93M | 0.7% | 13 |
|
|
2016
Q1 | $452M | Buy |
6,512,450
+2,780,828
| +75% | +$179M | 0.66% | 19 |
|
|
2015
Q4 | $254M | Sell |
3,731,622
-735,170
| -16% | -$48M | 0.38% | 56 |
|
|
2015
Q3 | $302M | Buy |
4,466,792
+126,131
| +3% | +$8.42M | 0.48% | 28 |
|
|
2015
Q2 | $285M | Sell |
4,340,661
-181,572
| -4% | -$13M | 0.42% | 34 |
|
|
2015
Q1 | $350M | Buy |
4,522,233
+1,332,571
| +42% | +$105M | 0.52% | 22 |
|
|
2014
Q4 | $241M | Buy |
3,189,662
+213,278
| +7% | +$15.2M | 0.38% | 49 |
|
|
2014
Q3 | $186M | Buy |
2,976,384
+284,777
| +11% | +$18.4M | 0.32% | 71 |
|
|
2014
Q2 | $169M | Buy |
2,691,607
+333,134
| +14% | +$21M | 0.28% | 79 |
|
|
2014
Q1 | $141M | Buy |
2,358,473
+703,775
| +43% | +$40.2M | 0.25% | 101 |
|
|
2013
Q4 | $88.6M | Buy |
1,654,698
+95,464
| +6% | +$5.68M | 0.17% | 165 |
|
|
2013
Q3 | $97.3M | Sell |
1,559,234
-80,563
| -5% | -$5.12M | 0.2% | 137 |
|
|
2013
Q2 | $110M | Buy |
+1,639,797
| New | +$116M | 0.24% | 106 |
|
Other funds holding WELL
VCM
VPM
Principal Financial Group's WELL Position: Q1 2026 in Review
Principal Financial Group reduced its Welltower (WELL) stake by 4.8% in Q1 2026, selling an estimated $96.3M and leaving 9,606,655 shares worth $1.9B. The position accounts for 1.01% of the portfolio, ranked #14.
Principal Financial Group first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Principal Financial Group held 9,606,655 shares of Welltower worth $1.9B as of Q1 2026.
- Principal Financial Group sold 487,428 Welltower shares in Q1 2026, an estimated $96.3M.
- Welltower made up 1.01% of Principal Financial Group's portfolio in Q1 2026, its #14 holding.
- Principal Financial Group first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.