Russell Investments Group
WELL icon

Russell Investments Group’s Welltower WELL Stock Holding History

Russell Investments Group’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 		$567M Buy
2,869,519
+155,678
+6% +$30.8M 0.61% 16
2025
Q4 		$504M Sell
2,713,841
-667,625
-20% -$125M 0.55% 16
2025
Q3 		$602M Sell
3,381,466
-3,761
-0.1% -$618K 0.68% 12
2025
Q2 		$520M Sell
3,385,227
-108,839
-3% -$16.3M 0.66% 13
2025
Q1 		$535M Buy
3,494,066
+2,967
+0.1% +$423K 0.74% 14
2024
Q4 		$440M Sell
3,491,099
-311,856
-8% -$40.9M 0.61% 17
2024
Q3 		$487M Sell
3,802,955
-376,307
-9% -$43.9M 0.7% 12
2024
Q2 		$435M Sell
4,179,262
-254,554
-6% -$24.9M 0.7% 12
2024
Q1 		$414M Buy
4,433,816
+489,533
+12% +$44.3M 0.65% 14
2023
Q4 		$356M Buy
3,944,283
+511,144
+15% +$44.3M 0.63% 13
2023
Q3 		$281M Sell
3,433,139
-11,505
-0.3% -$946K 0.56% 19
2023
Q2 		$278M Buy
3,444,644
+105,211
+3% +$8.11M 0.54% 19
2023
Q1 		$239M Buy
3,339,433
+1,177,163
+54% +$85.4M 0.47% 25
2022
Q4 		$142M Buy
2,162,270
+420,409
+24% +$27M 0.29% 61
2022
Q3 		$112M Sell
1,741,861
-833,499
-32% -$65.2M 0.25% 72
2022
Q2 		$212M Sell
2,575,360
-28,727
-1% -$2.56M 0.43% 28
2022
Q1 		$251M Buy
2,604,087
+35,460
+1% +$3.08M 0.44% 25
2021
Q4 		$220M Buy
2,568,627
+147,411
+6% +$12.3M 0.35% 42
2021
Q3 		$200M Buy
2,421,216
+287,743
+13% +$24.7M 0.34% 43
2021
Q2 		$177M Buy
2,133,473
+387,214
+22% +$29.6M 0.3% 54
2021
Q1 		$125M Buy
1,746,259
+178,336
+11% +$12M 0.22% 84
2020
Q4 		$101M Sell
1,567,923
-868,585
-36% -$52.7M 0.2% 99
2020
Q3 		$134M Sell
2,436,508
-550,945
-18% -$30.3M 0.29% 53
2020
Q2 		$154M Buy
2,987,453
+875,382
+41% +$43M 0.34% 40
2020
Q1 		$98.3M Buy
2,112,071
+502,403
+31% +$37.1M 0.25% 72
2019
Q4 		$131M Sell
1,609,668
-556,309
-26% -$47.6M 0.24% 72
2019
Q3 		$196M Sell
2,165,977
-9,983
-0.5% -$869K 0.38% 36
2019
Q2 		$177M Buy
2,175,960
+280,081
+15% +$22M 0.33% 43
2019
Q1 		$148M Sell
1,895,879
-20,090
-1% -$1.51M 0.27% 65
2018
Q4 		$133M Buy
1,915,969
+60,615
+3% +$4.12M 0.3% 57
2018
Q3 		$118M Buy
1,855,354
+163,638
+10% +$10.6M 0.22% 85
2018
Q2 		$106M Buy
1,691,716
+1,252,506
+285% +$69.8M 0.22% 78
2018
Q1 		$23.9M Sell
439,210
-440,010
-50% -$24.8M 0.04% 523
2017
Q4 		$56M Sell
879,220
-726,417
-45% -$48.8M 0.09% 248
2017
Q3 		$113M Buy
1,605,637
+429,449
+37% +$31.2M 0.19% 105
2017
Q2 		$88M Buy
1,176,188
+7,760
+0.7% +$567K 0.16% 135
2017
Q1 		$82.7M Buy
1,168,428
+142,129
+14% +$9.59M 0.15% 152
2016
Q4 		$67.5M Buy
+1,026,299
New +$68M 0.13% 176

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $427B AUM 29.17% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Russell Investments Group's WELL Position: Q1 2026 in Review

Russell Investments Group increased its Welltower (WELL) stake by 5.7% in Q1 2026, buying an estimated $30.8M and bringing the position to 2,869,519 shares worth $567M. The position accounts for 0.61% of the portfolio, ranked #16.

Russell Investments Group first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. The position peaked at $602M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Russell Investments Group held 2,869,519 shares of Welltower worth $567M as of Q1 2026.
  • Russell Investments Group bought 155,678 Welltower shares in Q1 2026, an estimated $30.8M.
  • Welltower made up 0.61% of Russell Investments Group's portfolio in Q1 2026, its #16 holding.
  • Russell Investments Group first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
  • Russell Investments Group's Welltower position peaked at $602M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.