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
2022 Q1	–	Sell	-30,000	Closed	-$4K	–	3491
2021 Q4	$4K	Hold	30,000	–	–	﹤0.01%	3306
2021 Q3	$6K	Hold	30,000	–	–	﹤0.01%	3802
2021 Q2	$10K	Hold	30,000	–	–	﹤0.01%	2799
2021 Q1	$48K	Hold	30,000	–	–	﹤0.01%	3165
2020 Q4	$132K	Buy	+30,000	New	+$1.82M	﹤0.01%	2898
2019 Q1	–	Sell	-21,700	Closed	-$17K	–	3664
2018 Q4	$17K	Buy	+21,700	New	+$1.48M	﹤0.01%	2924
2014 Q1	–	Sell	-24,000	Closed	-$124K	–	2814
2013 Q4	$124K	Hold	24,000	–	–	﹤0.01%	2293
2013 Q3	$41K	Buy	+24,000	New	+$1.53M	﹤0.01%	2817

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

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.