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Sumitomo Life Insurance’s Welltower WELL Stock Holding History

Sumitomo Life Insurance’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 		$3M Buy
15,173
+382
+3% +$75.5K 0.07% 103
2025
Q4 		$2.75M Buy
14,791
+128
+0.9% +$23.9K 0.08% 112
2025
Q3 		$2.61M Sell
14,663
-474
-3% -$77.9K 0.08% 103
2025
Q2 		$2.33M Sell
15,137
-942
-6% -$141K 0.16% 107
2025
Q1 		$2.46M Sell
16,079
-181
-1% -$25.8K 0.09% 97
2024
Q4 		$2.05M Sell
16,260
-412
-2% -$54.1K 0.04% 117
2024
Q3 		$2.13M Buy
16,672
+385
+2% +$44.9K 0.04% 110
2024
Q2 		$1.7M Sell
16,287
-2,103
-11% -$206K 0.04% 131
2024
Q1 		$1.72M Sell
18,390
-724
-4% -$65.6K 0.04% 139
2023
Q4 		$1.72M Sell
19,114
-973
-5% -$84.4K 0.05% 130
2023
Q3 		$1.65M Sell
20,087
-260
-1% -$21.4K 0.05% 110
2023
Q2 		$1.65M Sell
20,347
-1,997
-9% -$154K 0.07% 117
2023
Q1 		$1.6M Sell
22,344
-164
-0.7% -$11.9K 0.13% 119
2022
Q4 		$1.48M Sell
22,508
-472
-2% -$30.3K 0.11% 127
2022
Q3 		$1.48M Buy
22,980
+8,353
+57% +$653K 0.06% 123
2022
Q2 		$1.21M Buy
14,627
+386
+3% +$34.3K 0.03% 164
2022
Q1 		$1.37M Sell
14,241
-521
-4% -$45.3K 0.03% 167
2021
Q4 		$1.27M Sell
14,762
-396
-3% -$33K 0.03% 188
2021
Q3 		$1.25M Sell
15,158
-639
-4% -$54.9K 0.03% 184
2021
Q2 		$1.31M Sell
15,797
-2,476
-14% -$190K 0.04% 186
2021
Q1 		$1.31M Sell
18,273
-751
-4% -$50.4K 0.05% 205
2020
Q4 		$1.23M Sell
19,024
-2,123
-10% -$129K 0.05% 201
2020
Q3 		$1.17M Sell
21,147
-1,573
-7% -$86.4K 0.05% 192
2020
Q2 		$1.18M Sell
22,720
-1,434
-6% -$70.5K 0.06% 192
2020
Q1 		$1.11M Buy
24,154
+325
+1% +$24K 0.08% 180
2019
Q4 		$1.95M Buy
23,829
+1,343
+6% +$115K 0.22% 133
2019
Q3 		$2.04M Sell
22,486
-2,882
-11% -$251K 0.27% 112
2019
Q2 		$2.07M Buy
25,368
+1,008
+4% +$79.2K 0.24% 118
2019
Q1 		$1.89M Buy
24,360
+4,466
+22% +$335K 0.25% 124
2018
Q4 		$1.38M Buy
19,894
+488
+3% +$33.2K 0.19% 160
2018
Q3 		$1.25M Sell
19,406
-461
-2% -$29.8K 0.15% 208
2018
Q2 		$1.25M Buy
19,867
+975
+5% +$54.3K 0.15% 202
2018
Q1 		$1.03M Sell
18,892
-879
-4% -$49.6K 0.14% 225
2017
Q4 		$1.26M Buy
19,771
+7,570
+62% +$508K 0.16% 212
2017
Q3 		$857K Sell
12,201
-213
-2% -$15.5K 0.11% 237
2017
Q2 		$929K Buy
12,414
+523
+4% +$38.2K 0.12% 234
2017
Q1 		$842K Sell
11,891
-738
-6% -$49.8K 0.12% 236
2016
Q4 		$845K Buy
12,629
+281
+2% +$18.6K 0.12% 233
2016
Q3 		$923K Buy
+12,348
New +$946K 0.14% 237

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

Sumitomo Life Insurance's WELL Position: Q1 2026 in Review

Sumitomo Life Insurance increased its Welltower (WELL) stake by 2.6% in Q1 2026, buying an estimated $75.5K and bringing the position to 15,173 shares worth $3M. The position accounts for 0.07% of the portfolio, ranked #103.

Sumitomo Life Insurance first reported a position in WELL in Q3 2016 and has held it in 39 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sumitomo Life Insurance held 15,173 shares of Welltower worth $3M as of Q1 2026.
  • Sumitomo Life Insurance bought 382 Welltower shares in Q1 2026, an estimated $75.5K.
  • Welltower made up 0.07% of Sumitomo Life Insurance's portfolio in Q1 2026, its #103 holding.
  • Sumitomo Life Insurance first reported a position in Welltower in Q3 2016 and has held it in 39 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sumitomo Life Insurance's 13F filing for Q1 2026, filed 12 May 2026.