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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SG Americas Securities's WELL Position: Q2 2026 in Review

SG Americas Securities reduced its Welltower (WELL) stake by 72% in Q2 2026, selling an estimated $172M and leaving 310,350 shares worth $70.4M. The position accounts for 0.04% of the portfolio, ranked #276.

SG Americas Securities first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. The position peaked at $222M in Q1 2026. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

SG Americas Securities held 310,350 shares of Welltower worth $70.4M as of Q2 2026.
SG Americas Securities sold 812,544 Welltower shares in Q2 2026, an estimated $172M.
Welltower made up 0.04% of SG Americas Securities's portfolio in Q2 2026, its #276 holding.
SG Americas Securities first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
SG Americas Securities's Welltower position peaked at $222M in Q1 2026.
1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.