Royal London Asset Management’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 | $67.1M | Buy |
339,522
+11,557
| +4% | +$2.28M | 0.14% | 141 |
|
|
2025
Q4 | $60.9M | Sell |
327,965
-1,458
| -0.4% | -$272K | 0.13% | 149 |
|
|
2025
Q3 | $58.7M | Buy |
329,423
+41,654
| +14% | +$6.85M | 0.13% | 152 |
|
|
2025
Q2 | $44.2M | Sell |
287,769
-5,206
| -2% | -$778K | 0.1% | 181 |
|
|
2025
Q1 | $44.9M | Buy |
292,975
+30,963
| +12% | +$4.41M | 0.11% | 169 |
|
|
2024
Q4 | $33M | Buy |
262,012
+16,214
| +7% | +$2.13M | 0.08% | 204 |
|
|
2024
Q3 | $31.5M | Buy |
245,798
+13,341
| +6% | +$1.56M | 0.08% | 213 |
|
|
2024
Q2 | $24.2M | Buy |
232,457
+18,247
| +9% | +$1.79M | 0.06% | 234 |
|
|
2024
Q1 | $20M | Buy |
214,210
+8,131
| +4% | +$736K | 0.05% | 279 |
|
|
2023
Q4 | $18.6M | Buy |
206,079
+12,959
| +7% | +$1.12M | 0.05% | 273 |
|
|
2023
Q3 | $15.8M | Buy |
193,120
+10,050
| +5% | +$827K | 0.05% | 275 |
|
|
2023
Q2 | $14.8M | Hold |
183,070
| – | – | 0.05% | 292 |
|
|
2023
Q1 | $13.1M | Sell |
183,070
-5,491
| -3% | -$398K | 0.05% | 278 |
|
|
2022
Q4 | $12.4M | Buy |
188,561
+8,785
| +5% | +$565K | 0.06% | 281 |
|
|
2022
Q3 | $11.6M | Buy |
179,776
+464
| +0.3% | +$36.3K | 0.06% | 266 |
|
|
2022
Q2 | $14.8M | Buy |
179,312
+15,334
| +9% | +$1.36M | 0.07% | 235 |
|
|
2022
Q1 | $15.8M | Buy |
163,978
+12,844
| +8% | +$1.12M | 0.06% | 244 |
|
|
2021
Q4 | $13M | Hold |
151,134
| – | – | 0.05% | 293 |
|
|
2021
Q3 | $12.4M | Sell |
151,134
-2,142
| -1% | -$184K | 0.05% | 288 |
|
|
2021
Q2 | $12.7M | Hold |
153,276
| – | – | 0.05% | 291 |
|
|
2021
Q1 | $11M | Buy |
153,276
+6,808
| +5% | +$457K | 0.05% | 291 |
|
|
2020
Q4 | $9.46M | Sell |
146,468
-4,612
| -3% | -$280K | 0.05% | 297 |
|
|
2020
Q3 | $8.23M | Hold |
151,080
| – | – | 0.05% | 295 |
|
|
2020
Q2 | $7.74M | Hold |
151,080
| – | – | 0.05% | 303 |
|
|
2020
Q1 | $7.13M | Sell |
151,080
-4,370
| -3% | -$322K | 0.06% | 290 |
|
|
2019
Q4 | $12.6M | Sell |
155,450
-3,019
| -2% | -$258K | 0.09% | 219 |
|
|
2019
Q3 | $14.4M | Buy |
158,469
+1,682
| +1% | +$146K | 0.11% | 200 |
|
|
2019
Q2 | $12.8M | Buy |
156,787
+21,535
| +16% | +$1.69M | 0.12% | 178 |
|
|
2019
Q1 | $10.5M | Sell |
135,252
-26,637
| -16% | -$2M | 0.08% | 243 |
|
|
2018
Q4 | $11.2M | Buy |
+161,889
| New | +$11M | 0.1% | 215 |
|
|
2014
Q4 | $79K | Buy |
103,017
+28,176
| +38% | +$2.01M | 0.15% | 156 |
|
|
2014
Q3 | $4.69M | Buy |
74,841
+1,712
| +2% | +$110K | 0.12% | 192 |
|
|
2014
Q2 | $4.69M | Buy |
73,129
+6,113
| +9% | +$385K | 0.11% | 213 |
|
|
2014
Q1 | $4.31M | Sell |
67,016
-1,985
| -3% | -$113K | 0.1% | 219 |
|
|
2013
Q4 | $3.83M | Sell |
69,001
-15,877
| -19% | -$944K | 0.1% | 236 |
|
|
2013
Q3 | $5.57M | Hold |
84,878
| – | – | 0.15% | 163 |
|
|
2013
Q2 | $5.7M | Buy |
+84,878
| New | +$6.03M | 0.17% | 132 |
|
Other funds holding WELL
VCM
VPM
Royal London Asset Management's WELL Position: Q1 2026 in Review
Royal London Asset Management increased its Welltower (WELL) stake by 3.5% in Q1 2026, buying an estimated $2.28M and bringing the position to 339,522 shares worth $67.1M. The position accounts for 0.14% of the portfolio, ranked #141.
Royal London Asset Management first reported a position in WELL in Q2 2013 and has held it in 37 quarters since. 1,485 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Royal London Asset Management held 339,522 shares of Welltower worth $67.1M as of Q1 2026.
- Royal London Asset Management bought 11,557 Welltower shares in Q1 2026, an estimated $2.28M.
- Welltower made up 0.14% of Royal London Asset Management's portfolio in Q1 2026, its #141 holding.
- Royal London Asset Management first reported a position in Welltower in Q2 2013 and has held it in 37 quarters since.
- 1,485 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.