Prudential plc’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 | $34.5M | Buy |
151,876
+3,007
| +2% | +$636K | 0.19% | 65 |
|
|
2026
Q1 | $29.4M | Sell |
148,869
-22,239
| -13% | -$4.39M | 0.17% | 64 |
|
|
2025
Q4 | $31.8M | Sell |
171,108
-25,754
| -13% | -$4.81M | 0.25% | 54 |
|
|
2025
Q3 | $35.1M | Buy |
196,862
+44,370
| +29% | +$7.29M | 0.26% | 44 |
|
|
2025
Q2 | $23.4M | Buy |
152,492
+36,985
| +32% | +$5.53M | 0.14% | 74 |
|
|
2025
Q1 | $17.7M | Buy |
115,507
+11,516
| +11% | +$1.64M | 0.09% | 88 |
|
|
2024
Q4 | $13.1M | Sell |
103,991
-20,652
| -17% | -$2.71M | 0.07% | 129 |
|
|
2024
Q3 | $16M | Buy |
124,643
+26,114
| +27% | +$3.05M | 0.08% | 111 |
|
|
2024
Q2 | $10.3M | Buy |
98,529
+12,598
| +15% | +$1.23M | 0.07% | 163 |
|
|
2024
Q1 | $8.03M | Buy |
85,931
+46,292
| +117% | +$4.19M | 0.06% | 188 |
|
|
2023
Q4 | $3.57M | Buy |
39,639
+1,646
| +4% | +$143K | 0.04% | 302 |
|
|
2023
Q3 | $3.11M | Buy |
37,993
+4,804
| +14% | +$395K | 0.03% | 294 |
|
|
2023
Q2 | $2.68M | Buy |
33,189
+1,225
| +4% | +$94.4K | 0.03% | 324 |
|
|
2023
Q1 | $2.29M | Buy |
31,964
+179
| +0.6% | +$13K | 0.03% | 343 |
|
|
2022
Q4 | $2.08M | Buy |
31,785
+8,949
| +39% | +$575K | 0.03% | 367 |
|
|
2022
Q3 | $1.47M | Buy |
22,836
+1,507
| +7% | +$118K | 0.02% | 342 |
|
|
2022
Q2 | $1.76M | Buy |
21,329
+1,289
| +6% | +$115K | 0.03% | 319 |
|
|
2022
Q1 | $1.93M | Buy |
20,040
+9,661
| +93% | +$839K | 0.03% | 317 |
|
|
2021
Q4 | $890K | Buy |
+10,379
| New | +$865K | 0.01% | 387 |
|
|
2021
Q2 | – | Sell |
-152,625
| Closed | -$10.9M | – | 653 |
|
|
2021
Q1 | $10.9M | Sell |
152,625
-808,075
| -84% | -$54.3M | 0.08% | 211 |
|
|
2020
Q4 | $62.1M | Sell |
960,700
-635,301
| -40% | -$38.6M | 0.33% | 101 |
|
|
2020
Q3 | $87.9M | Buy |
1,596,001
+242,900
| +18% | +$13.3M | 0.44% | 67 |
|
|
2020
Q2 | $70M | Buy |
1,353,101
+342,800
| +34% | +$16.8M | 0.34% | 105 |
|
|
2020
Q1 | $46.3M | Buy |
+1,010,301
| New | +$74.5M | 0.25% | 147 |
|
|
2018
Q2 | – | Sell |
-548,124
| Closed | -$29.8M | – | 775 |
|
|
2018
Q1 | $29.8M | Hold |
548,124
| – | – | 0.09% | 203 |
|
|
2017
Q4 | $35M | Hold |
548,124
| – | – | 0.11% | 193 |
|
|
2017
Q3 | $38.5M | Hold |
548,124
| – | – | 0.12% | 180 |
|
|
2017
Q2 | $41M | Hold |
548,124
| – | – | 0.13% | 176 |
|
|
2017
Q1 | $38.8M | Hold |
548,124
| – | – | 0.13% | 183 |
|
|
2016
Q4 | $36.7M | Buy |
+548,124
| New | +$36.3M | 0.13% | 179 |
|
|
2016
Q1 | – | Sell |
-8,200
| Closed | -$558K | – | 629 |
|
|
2015
Q4 | $558K | Buy |
+8,200
| New | +$535K | ﹤0.01% | 464 |
|
|
2013
Q3 | – | Sell |
-55,523
| Closed | -$3.72M | – | 482 |
|
|
2013
Q2 | $3.72M | Buy |
+55,523
| New | +$3.94M | 0.02% | 299 |
|
Other funds holding WELL
Prudential plc's WELL Position: Q2 2026 in Review
Prudential plc increased its Welltower (WELL) stake by 2% in Q2 2026, buying an estimated $636K and bringing the position to 151,876 shares worth $34.5M. The position accounts for 0.19% of the portfolio, ranked #65.
Prudential plc first reported a position in WELL in Q2 2013 and has held it in 32 quarters since. The position peaked at $87.9M in Q3 2020. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Prudential plc held 151,876 shares of Welltower worth $34.5M as of Q2 2026.
- Prudential plc bought 3,007 Welltower shares in Q2 2026, an estimated $636K.
- Welltower made up 0.19% of Prudential plc's portfolio in Q2 2026, its #65 holding.
- Prudential plc first reported a position in Welltower in Q2 2013 and has held it in 32 quarters since.
- Prudential plc's Welltower position peaked at $87.9M in Q3 2020.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Prudential plc's 13F filing for Q2 2026, filed 14 Aug 2026.