Swiss Re’s Welltower WELL Stock Holding History

Swiss Re’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	$387K	Buy	1,704 +1,549	+999%	+$327K	0.04%	56
2026 Q1	$30.6K	Hold	155	–	–	0.19%	68
2025 Q4	$28.8K	Buy	+155	New	+$28.9K	﹤0.01%	80

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 $3.37T AUM 44.26% 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

Swiss Re's WELL Position: Q2 2026 in Review

Swiss Re increased its Welltower (WELL) stake by 999% in Q2 2026, buying an estimated $327K and bringing the position to 1,704 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #56.

Swiss Re first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Swiss Re held 1,704 shares of Welltower worth $387K as of Q2 2026.
Swiss Re bought 1,549 Welltower shares in Q2 2026, an estimated $327K.
Welltower made up 0.04% of Swiss Re's portfolio in Q2 2026, its #56 holding.
Swiss Re first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Swiss Re's 13F filing for Q2 2026, filed 11 Aug 2026.