SLF
WELL icon

Sun Life Financial’s Welltower WELL Stock Holding History

Sun Life Financial’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
Q2 		$1.31M Hold
5,760
– – 0.07% 26
2026
Q1 		$1.14M Buy
+5,760
New +$1.14M 0.06% 27
2021
Q2 		– Sell
-249
Closed -$18K – 480
2021
Q1 		$18K Buy
249
+2
+0.8% +$134 ﹤0.01% 293
2020
Q4 		$16K Sell
247
-6
-2% -$364 ﹤0.01% 296
2020
Q3 		$14K Sell
253
-8,414
-97% -$462K ﹤0.01% 300
2020
Q2 		$449K Sell
8,667
-236
-3% -$11.6K 0.09% 87
2020
Q1 		$408K Buy
8,903
+678
+8% +$50K 0.1% 75
2019
Q4 		$673K Sell
8,225
-4,555
-36% -$390K 0.18% 63
2019
Q3 		$1.16M Buy
12,780
+4,234
+50% +$368K 0.3% 44
2019
Q2 		$697K Sell
8,546
-9,502
-53% -$747K 0.18% 56
2019
Q1 		$1.4M Sell
18,048
-10,320
-36% -$774K 0.31% 49
2018
Q4 		$1.97M Sell
28,368
-2,876
-9% -$196K 0.42% 23
2018
Q3 		$2.01M Sell
31,244
-3,928
-11% -$254K 0.36% 37
2018
Q2 		$2.21M Buy
35,172
+33,248
+1,728% +$1.85M 0.31% 32
2018
Q1 		$35.4K Sell
1,924
-21,442
-92% -$1.21M 0.32% 49
2017
Q4 		$1.49M Buy
23,366
+14,111
+152% +$947K 0.15% 64
2017
Q3 		$650K Buy
9,255
+2,373
+34% +$173K 0.06% 103
2017
Q2 		$515K Buy
6,882
+6,574
+2,134% +$481K 0.06% 118
2017
Q1 		$4.36K Buy
+308
New +$20.8K 0.01% 85

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sun Life Financial's WELL Position: Q2 2026 in Review

Sun Life Financial held its Welltower (WELL) position steady in Q2 2026 at 5,760 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #26.

Sun Life Financial first reported a position in WELL in Q1 2017 and has held it in 19 quarters since. The position peaked at $2.21M in Q2 2018. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sun Life Financial held 5,760 shares of Welltower worth $1.31M as of Q2 2026.
  • Sun Life Financial left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.07% of Sun Life Financial's portfolio in Q2 2026, its #26 holding.
  • Sun Life Financial first reported a position in Welltower in Q1 2017 and has held it in 19 quarters since.
  • Sun Life Financial's Welltower position peaked at $2.21M in Q2 2018.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.