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
2023 Q1	–	Sell	-300,000	Closed	-$19.7M	–	7536
2022 Q4	$19.7M	Buy	300,000 +60,700	+25%	+$3.9M	0.01%	1162
2022 Q3	$15.4M	Buy	+239,300	New	+$18.7M	﹤0.01%	1231
2020 Q4	–	Sell	-41,700	Closed	-$2.3M	–	7316
2020 Q3	$2.3M	Sell	41,700 -60,800	-59%	-$3.34M	﹤0.01%	2574
2020 Q2	$5.3M	Buy	+102,500	New	+$5.04M	﹤0.01%	1906
2019 Q3	–	Sell	-200	Closed	-$16K	–	7171
2019 Q2	$16K	Hold	200	–	–	﹤0.01%	5820
2019 Q1	$16K	Buy	+200	New	+$15K	﹤0.01%	5770

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada's WELL Position: Q1 2026 in Review

Royal Bank of Canada reduced its Welltower (WELL) stake by 13% in Q1 2026, selling an estimated $25M and leaving 877,687 shares worth $174M. The position accounts for 0.03% of the portfolio, ranked #441.

Royal Bank of Canada first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $439M in Q3 2019. 1,483 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Royal Bank of Canada held 877,687 shares of Welltower worth $174M as of Q1 2026.
Royal Bank of Canada sold 126,568 Welltower shares in Q1 2026, an estimated $25M.
Welltower made up 0.03% of Royal Bank of Canada's portfolio in Q1 2026, its #441 holding.
Royal Bank of Canada first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
Royal Bank of Canada's Welltower position peaked at $439M in Q3 2019.
1,483 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.