SG Americas Securities
WELL icon

SG Americas Securities’s Welltower WELL Stock Holding History

SG Americas Securities’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
2021
Q4 		– Sell
-30,000
Closed -$708K – 3847
2021
Q3 		$708K Hold
30,000
– – ﹤0.01% 2210
2021
Q2 		$678K Hold
30,000
– – ﹤0.01% 1791
2021
Q1 		$407K Hold
30,000
– – ﹤0.01% 2159
2020
Q4 		$324K Buy
+30,000
New +$1.82M ﹤0.01% 2313
2014
Q1 		– Sell
-27,500
Closed -$1K – 2813
2013
Q4 		$1K Hold
27,500
– – ﹤0.01% 2614
2013
Q3 		$62K Buy
+27,500
New +$1.75M ﹤0.01% 2766

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

SG Americas Securities's WELL Position: Q1 2026 in Review

SG Americas Securities increased its Welltower (WELL) stake by 331% in Q1 2026, buying an estimated $170M and bringing the position to 1,122,894 shares worth $222M. The position accounts for 0.24% of the portfolio, ranked #64.

SG Americas Securities first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • SG Americas Securities held 1,122,894 shares of Welltower worth $222M as of Q1 2026.
  • SG Americas Securities bought 862,586 Welltower shares in Q1 2026, an estimated $170M.
  • Welltower made up 0.24% of SG Americas Securities's portfolio in Q1 2026, its #64 holding.
  • SG Americas Securities first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.