Swiss Life Asset Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38M | Buy |
167,215
+16,449
| +11% | +$3.48M | 0.16% | 110 |
|
|
2026
Q1 | $29.8M | Buy |
150,766
+12,499
| +9% | +$2.47M | 0.15% | 122 |
|
|
2025
Q4 | $25.7M | Buy |
138,267
+13,254
| +11% | +$2.48M | 0.13% | 131 |
|
|
2025
Q3 | $22.3M | Buy |
125,013
+15,600
| +14% | +$2.56M | 0.12% | 138 |
|
|
2025
Q2 | $16.8M | Buy |
109,413
+544
| +0.5% | +$81.3K | 0.1% | 161 |
|
|
2025
Q1 | $16.7M | Buy |
108,869
+21,013
| +24% | +$2.99M | 0.12% | 140 |
|
|
2024
Q4 | $11.1M | Buy |
87,856
+57,782
| +192% | +$7.58M | 0.08% | 181 |
|
|
2024
Q3 | $3.85M | Sell |
30,074
-4,335
| -13% | -$506K | 0.04% | 288 |
|
|
2024
Q2 | $3.59M | Buy |
34,409
+10,824
| +46% | +$1.06M | 0.04% | 304 |
|
|
2024
Q1 | $2.2M | Sell |
23,585
-66,162
| -74% | -$5.99M | 0.03% | 324 |
|
|
2023
Q4 | $8.1M | Buy |
89,747
+6,664
| +8% | +$578K | 0.1% | 240 |
|
|
2023
Q3 | $6.8M | Buy |
83,083
+21,942
| +36% | +$1.8M | 0.11% | 235 |
|
|
2023
Q2 | $4.95M | Sell |
61,141
-28,472
| -32% | -$2.19M | 0.07% | 309 |
|
|
2023
Q1 | $6.43M | Buy |
89,613
+7,085
| +9% | +$514K | 0.1% | 263 |
|
|
2022
Q4 | $5.42M | Sell |
82,528
-209
| -0.3% | -$13.4K | 0.09% | 255 |
|
|
2022
Q3 | $5.32M | Sell |
82,737
-4,752
| -5% | -$371K | 0.09% | 245 |
|
|
2022
Q2 | $7.22M | Buy |
87,489
+24,985
| +40% | +$2.22M | 0.12% | 204 |
|
|
2022
Q1 | $6.01M | Buy |
62,504
+8,985
| +17% | +$780K | 0.08% | 254 |
|
|
2021
Q4 | $4.59M | Sell |
53,519
-21,723
| -29% | -$1.81M | 0.06% | 318 |
|
|
2021
Q3 | $6.2M | Buy |
75,242
+20,498
| +37% | +$1.76M | 0.09% | 264 |
|
|
2021
Q2 | $9.93M | Sell |
54,744
-2,020
| -4% | -$155K | 0.1% | 200 |
|
|
2021
Q1 | $4.07M | Sell |
56,764
-3,613
| -6% | -$243K | 0.06% | 344 |
|
|
2020
Q4 | $3.9M | Sell |
60,377
-154,520
| -72% | -$9.38M | 0.06% | 336 |
|
|
2020
Q3 | $11.8M | Sell |
214,897
-2,073
| -1% | -$114K | 0.18% | 110 |
|
|
2020
Q2 | $11.2M | Sell |
216,970
-10,366
| -5% | -$509K | 0.18% | 111 |
|
|
2020
Q1 | $10.4M | Buy |
227,336
+36,383
| +19% | +$2.68M | 0.2% | 106 |
|
|
2019
Q4 | $15.6M | Sell |
190,953
-86,933
| -31% | -$7.44M | 0.3% | 84 |
|
|
2019
Q3 | $25.2M | Sell |
277,886
-24,857
| -8% | -$2.16M | 0.33% | 80 |
|
|
2019
Q2 | $24.7M | Buy |
302,743
+6,509
| +2% | +$512K | 0.3% | 89 |
|
|
2019
Q1 | $23M | Buy |
296,234
+42,443
| +17% | +$3.18M | 0.29% | 90 |
|
|
2018
Q4 | $17.6M | Sell |
253,791
-8,660
| -3% | -$589K | 0.36% | 94 |
|
|
2018
Q3 | $16.9M | Sell |
262,451
-136,209
| -34% | -$8.8M | 0.23% | 113 |
|
|
2018
Q2 | $25M | Buy |
398,660
+117,937
| +42% | +$6.57M | 0.37% | 76 |
|
|
2018
Q1 | $15.3M | Buy |
280,723
+276,554
| +6,634% | +$15.6M | 0.27% | 108 |
|
|
2017
Q4 | $266K | Buy |
4,169
+1,231
| +42% | +$82.6K | 0.01% | 454 |
|
|
2017
Q3 | $206K | Buy |
+2,938
| New | +$214K | 0.01% | 444 |
|
|
2017
Q2 | – | Sell |
-3,416
| Closed | -$242K | – | 487 |
|
|
2017
Q1 | $242K | Buy |
+3,416
| New | +$230K | 0.01% | 444 |
|
|
2015
Q2 | – | Sell |
-18,680
| Closed | -$1.44M | – | 308 |
|
|
2015
Q1 | $1.44M | Buy |
+18,680
| New | +$1.47M | 0.06% | 135 |
|
Other funds holding WELL
CIM
N
Swiss Life Asset Management's WELL Position: Q2 2026 in Review
Swiss Life Asset Management increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $3.48M and bringing the position to 167,215 shares worth $38M. The position accounts for 0.16% of the portfolio, ranked #110.
Swiss Life Asset Management first reported a position in WELL in Q1 2015 and has held it in 38 quarters since. 1,114 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Swiss Life Asset Management held 167,215 shares of Welltower worth $38M as of Q2 2026.
- Swiss Life Asset Management bought 16,449 Welltower shares in Q2 2026, an estimated $3.48M.
- Welltower made up 0.16% of Swiss Life Asset Management's portfolio in Q2 2026, its #110 holding.
- Swiss Life Asset Management first reported a position in Welltower in Q1 2015 and has held it in 38 quarters since.
- 1,114 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.