Public Sector Pension Investment Board (PSP Investments)
WELL icon

Public Sector Pension Investment Board (PSP Investments)’s Welltower WELL Stock Holding History

Public Sector Pension Investment Board (PSP Investments)’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
Q1 		$39.2M Buy
198,471
+23,684
+14% +$4.68M 0.12% 110
2025
Q4 		$32.4M Buy
174,787
+30,568
+21% +$5.71M 0.11% 113
2025
Q3 		$25.7M Buy
144,219
+16,368
+13% +$2.69M 0.09% 149
2025
Q2 		$19.7M Sell
127,851
-35,051
-22% -$5.24M 0.08% 167
2025
Q1 		$25M Buy
162,902
+8,752
+6% +$1.25M 0.11% 127
2024
Q4 		$19.4M Buy
154,150
+52,488
+52% +$6.89M 0.08% 165
2024
Q3 		$13M Buy
101,662
+15,313
+18% +$1.79M 0.07% 164
2024
Q2 		$9M Hold
86,349
– – 0.06% 207
2024
Q1 		$8.07M Sell
86,349
-34,607
-29% -$3.13M 0.06% 210
2023
Q4 		$10.9M Buy
120,956
+14,601
+14% +$1.27M 0.08% 143
2023
Q3 		$8.71M Hold
106,355
– – 0.06% 207
2023
Q2 		$8.6M Sell
106,355
-10,125
-9% -$780K 0.06% 235
2023
Q1 		$8.35M Buy
116,480
+1,227
+1% +$89K 0.06% 239
2022
Q4 		$7.55M Buy
115,253
+15,404
+15% +$990K 0.06% 273
2022
Q3 		$6.42M Buy
99,849
+13,500
+16% +$1.06M 0.05% 273
2022
Q2 		$7.11M Hold
86,349
– – 0.06% 229
2022
Q1 		$8.3M Sell
86,349
-7,180
-8% -$624K 0.05% 290
2021
Q4 		$8.02M Buy
93,529
+2,120
+2% +$177K 0.04% 345
2021
Q3 		$7.53M Buy
91,409
+5,060
+6% +$435K 0.04% 359
2021
Q2 		$7.18M Buy
86,349
+25,920
+43% +$1.98M 0.04% 373
2021
Q1 		$4.33M Buy
60,429
+6,760
+13% +$454K 0.03% 570
2020
Q4 		$3.47M Sell
53,669
-17,780
-25% -$1.08M 0.03% 618
2020
Q3 		$3.94M Buy
71,449
+10,300
+17% +$566K 0.03% 507
2020
Q2 		$3.16M Sell
61,149
-300
-0.5% -$14.7K 0.03% 550
2020
Q1 		$2.81M Sell
61,449
-29,470
-32% -$2.17M 0.03% 488
2019
Q4 		$7.43M Sell
90,919
-8,350
-8% -$715K 0.05% 394
2019
Q3 		$9M Buy
99,269
+25,526
+35% +$2.22M 0.06% 286
2019
Q2 		$6.01M Buy
73,743
+20,600
+39% +$1.62M 0.05% 357
2019
Q1 		$4.12M Buy
53,143
+13,100
+33% +$983K 0.04% 388
2018
Q4 		$2.78M Buy
40,043
+1,700
+4% +$116K 0.02% 486
2018
Q3 		$2.47M Sell
38,343
-3,300
-8% -$213K 0.02% 546
2018
Q2 		$2.61M Hold
41,643
– – 0.02% 419
2018
Q1 		$2.27M Buy
41,643
+1,100
+3% +$62.1K 0.02% 412
2017
Q4 		$2.58M Hold
40,543
– – 0.02% 467
2017
Q3 		$2.85M Sell
40,543
-1,232
-3% -$89.6K 0.01% 414
2017
Q2 		$3.13M Sell
41,775
-40,600
-49% -$2.97M 0.03% 399
2017
Q1 		$5.83M Buy
82,375
+2,200
+3% +$148K 0.05% 350
2016
Q4 		$5.37M Sell
80,175
-100
-0.1% -$6.62K 0.05% 344
2016
Q3 		$6M Buy
80,275
+12,700
+19% +$972K 0.06% 303
2016
Q2 		$5.15M Buy
67,575
+10,100
+18% +$717K 0.06% 290
2016
Q1 		$3.98M Sell
57,475
-32,900
-36% -$2.12M 0.04% 301
2015
Q4 		$6.15M Sell
90,375
-2,300
-2% -$150K 0.05% 296
2015
Q3 		$6.28M Sell
92,675
-28,100
-23% -$1.88M 0.06% 284
2015
Q2 		$7.93M Sell
120,775
-500
-0.4% -$35.9K 0.06% 300
2015
Q1 		$9.38M Buy
121,275
+10,376
+9% +$817K 0.07% 265
2014
Q4 		$8.39M Sell
110,899
-8,500
-7% -$607K 0.05% 288
2014
Q3 		$7.45M Buy
119,399
+4,400
+4% +$284K 0.05% 325
2014
Q2 		$7.21M Buy
114,999
+8,863
+8% +$558K 0.04% 347
2014
Q1 		$6.33M Sell
106,136
-700
-0.7% -$40K 0.04% 356
2013
Q4 		$5.72M Buy
106,836
+11,300
+12% +$672K 0.04% 431
2013
Q3 		$5.96M Sell
95,536
-2,300
-2% -$146K 0.04% 361
2013
Q2 		$6.56M Buy
+97,836
New +$6.95M 0.05% 286

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments)'s WELL Position: Q1 2026 in Review

Public Sector Pension Investment Board (PSP Investments) increased its Welltower (WELL) stake by 14% in Q1 2026, buying an estimated $4.68M and bringing the position to 198,471 shares worth $39.2M. The position accounts for 0.12% of the portfolio, ranked #110.

Public Sector Pension Investment Board (PSP Investments) first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,486 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Public Sector Pension Investment Board (PSP Investments) held 198,471 shares of Welltower worth $39.2M as of Q1 2026.
  • Public Sector Pension Investment Board (PSP Investments) bought 23,684 Welltower shares in Q1 2026, an estimated $4.68M.
  • Welltower made up 0.12% of Public Sector Pension Investment Board (PSP Investments)'s portfolio in Q1 2026, its #110 holding.
  • Public Sector Pension Investment Board (PSP Investments) first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,486 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q1 2026, filed 13 May 2026.