Royal Bank of Canada’s Welltower WELL Stock Holding History

Royal Bank of Canada’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
2025 Q4	–	Sell	-170,000	Closed	-$30.3M	–	7690
2025 Q3	$30.3M	Sell	170,000 -30,000	-15%	-$4.93M	0.01%	1312
2025 Q2	$30.7M	Buy	+200,000	New	+$29.9M	0.01%	1223
2025 Q1	–	Sell	-100,000	Closed	-$12.6M	–	7275
2024 Q4	$12.6M	Buy	+100,000	New	+$13.1M	﹤0.01%	1655
2023 Q2	–	Sell	-156,000	Closed	-$11.2M	–	7701
2023 Q1	$11.2M	Buy	+156,000	New	+$11.3M	﹤0.01%	1483
2019 Q2	–	Sell	-18,700	Closed	-$1.45M	–	7223
2019 Q1	$1.45M	Buy	+18,700	New	+$1.4M	﹤0.01%	2917
2017 Q1	–	Sell	-420,000	Closed	-$28.1M	–	6846
2016 Q4	$28.1M	Buy	+420,000	New	+$27.8M	0.02%	827
2016 Q3	–	Sell	-199,500	Closed	-$15.2M	–	6597
2016 Q2	$15.2M	Buy	+199,500	New	+$14.2M	0.01%	1137
2016 Q1	–	Sell	-225,000	Closed	-$15.3M	–	6685
2015 Q4	$15.3M	Buy	+225,000	New	+$14.7M	0.01%	1145

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada's WELL Position: Q2 2026 in Review

Royal Bank of Canada increased its Welltower (WELL) stake by 30% in Q2 2026, buying an estimated $55.4M and bringing the position to 1,139,710 shares worth $259M. The position accounts for 0.04% of the portfolio, ranked #388.

Royal Bank of Canada first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $439M in Q3 2019. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Royal Bank of Canada held 1,139,710 shares of Welltower worth $259M as of Q2 2026.
Royal Bank of Canada bought 262,023 Welltower shares in Q2 2026, an estimated $55.4M.
Welltower made up 0.04% of Royal Bank of Canada's portfolio in Q2 2026, its #388 holding.
Royal Bank of Canada first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
Royal Bank of Canada's Welltower position peaked at $439M in Q3 2019.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.