Sumitomo Mitsui Trust Group
WELL icon

Sumitomo Mitsui Trust Group’s Welltower WELL Stock Holding History

Sumitomo Mitsui Trust 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 		$628M Sell
3,177,717
-7,623
-0.2% -$1.51M 0.41% 41
2025
Q4 		$591M Buy
3,185,340
+16,150
+0.5% +$3.02M 0.35% 47
2025
Q3 		$565M Sell
3,169,190
-101,141
-3% -$16.6M 0.32% 52
2025
Q2 		$503M Buy
3,270,331
+162,508
+5% +$24.3M 0.31% 64
2025
Q1 		$476M Buy
3,107,823
+1,157
+0% +$165K 0.34% 55
2024
Q4 		$392M Buy
3,106,666
+192,303
+7% +$25.2M 0.26% 73
2024
Q3 		$373M Buy
2,914,363
+291,839
+11% +$34.1M 0.26% 81
2024
Q2 		$273M Buy
2,622,524
+145,142
+6% +$14.2M 0.2% 99
2024
Q1 		$231M Buy
2,477,382
+30,688
+1% +$2.78M 0.16% 139
2023
Q4 		$221M Buy
2,446,694
+126,949
+5% +$11M 0.16% 138
2023
Q3 		$190M Sell
2,319,745
-301,404
-11% -$24.8M 0.16% 134
2023
Q2 		$212M Sell
2,621,149
-117,056
-4% -$9.02M 0.17% 133
2023
Q1 		$196M Sell
2,738,205
-261,354
-9% -$19M 0.15% 156
2022
Q4 		$197M Sell
2,999,559
-60,526
-2% -$3.89M 0.16% 144
2022
Q3 		$197M Buy
3,060,085
+148,694
+5% +$11.6M 0.16% 138
2022
Q2 		$240M Buy
2,911,391
+249,143
+9% +$22.2M 0.18% 117
2022
Q1 		$256M Buy
2,662,248
+382,159
+17% +$33.2M 0.17% 126
2021
Q4 		$196M Sell
2,280,089
-354,511
-13% -$29.6M 0.12% 187
2021
Q3 		$217M Buy
2,634,600
+33,093
+1% +$2.84M 0.14% 165
2021
Q2 		$216M Sell
2,601,507
-775,399
-23% -$59.4M 0.13% 179
2021
Q1 		$242M Sell
3,376,906
-477,323
-12% -$32.1M 0.15% 152
2020
Q4 		$249M Sell
3,854,229
-720,209
-16% -$43.7M 0.16% 139
2020
Q3 		$252M Buy
4,574,438
+68,924
+2% +$3.78M 0.17% 136
2020
Q2 		$233M Sell
4,505,514
-203,165
-4% -$9.98M 0.16% 137
2020
Q1 		$216M Buy
4,708,679
+2,404,538
+104% +$177M 0.19% 122
2019
Q4 		$188M Buy
2,304,141
+226,069
+11% +$19.4M 0.15% 152
2019
Q3 		$188M Buy
2,078,072
+167,044
+9% +$14.5M 0.16% 141
2019
Q2 		$156M Buy
1,911,028
+276,579
+17% +$21.7M 0.14% 168
2019
Q1 		$127M Sell
1,634,449
-114,860
-7% -$8.62M 0.12% 196
2018
Q4 		$121M Buy
1,749,309
+228,265
+15% +$15.5M 0.13% 179
2018
Q3 		$97.8M Buy
1,521,044
+31,777
+2% +$2.05M 0.11% 214
2018
Q2 		$93.4M Buy
1,489,267
+81,791
+6% +$4.56M 0.11% 208
2018
Q1 		$76.6M Buy
1,407,476
+9,104
+0.7% +$514K 0.1% 227
2017
Q4 		$89.2M Buy
1,398,372
+26,492
+2% +$1.78M 0.12% 199
2017
Q3 		$96.4M Buy
1,371,880
+68,249
+5% +$4.96M 0.14% 176
2017
Q2 		$97.6M Buy
1,303,631
+21,255
+2% +$1.55M 0.14% 172
2017
Q1 		$90.8M Sell
1,282,376
-6,020
-0.5% -$406K 0.14% 171
2016
Q4 		$86.2M Buy
1,288,396
+19,112
+2% +$1.27M 0.14% 168
2016
Q3 		$94.9M Buy
1,269,284
+14,590
+1% +$1.12M 0.16% 155
2016
Q2 		$95.6M Sell
1,254,694
-10,072
-0.8% -$715K 0.16% 144
2016
Q1 		$87.7M Buy
1,264,766
+54,749
+5% +$3.53M 0.15% 153
2015
Q4 		$82.7M Sell
1,210,017
-48,573
-4% -$3.17M 0.15% 154
2015
Q3 		$85.2M Buy
1,258,590
+6,966
+0.6% +$465K 0.17% 143
2015
Q2 		$82.1M Buy
1,251,624
+67,998
+6% +$4.88M 0.15% 163
2015
Q1 		$91.6M Buy
1,183,626
+136,364
+13% +$10.7M 0.17% 142
2014
Q4 		$80.3M Buy
1,047,262
+14,058
+1% +$1M 0.16% 153
2014
Q3 		$64.4M Buy
1,033,204
+83,476
+9% +$5.38M 0.13% 190
2014
Q2 		$59.5M Sell
949,728
-3,024
-0.3% -$190K 0.12% 202
2014
Q1 		$56.8M Buy
952,752
+8,802
+0.9% +$503K 0.12% 204
2013
Q4 		$50.4M Sell
943,950
-7,565
-0.8% -$450K 0.1% 224
2013
Q3 		$59.4M Buy
951,515
+27,047
+3% +$1.72M 0.13% 186
2013
Q2 		$62M Buy
+924,468
New +$65.7M 0.14% 164

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 Mitsui Trust Group's WELL Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Welltower (WELL) stake by 0.24% in Q1 2026, selling an estimated $1.51M and leaving 3,177,717 shares worth $628M. The position accounts for 0.41% of the portfolio, ranked #41.

Sumitomo Mitsui Trust Group first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 3,177,717 shares of Welltower worth $628M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 7,623 Welltower shares in Q1 2026, an estimated $1.51M.
  • Welltower made up 0.41% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #41 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.