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TCW Group’s Welltower WELL Stock Holding History

TCW 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 		$113M Buy
571,230
+136,858
+32% +$27M 0.85% 32
2025
Q4 		$80.6M Buy
434,372
+395,354
+1,013% +$73.8M 0.58% 55
2025
Q3 		$6.95M Sell
39,018
-48,329
-55% -$7.94M 0.06% 126
2025
Q2 		$13.4M Sell
87,347
-7,653
-8% -$1.14M 0.11% 123
2025
Q1 		$14.6M Sell
95,000
-9,447
-9% -$1.35M 0.13% 111
2024
Q4 		$13.2M Sell
104,447
-21,224
-17% -$2.79M 0.11% 123
2024
Q3 		$16.1M Sell
125,671
-9,464
-7% -$1.1M 0.14% 109
2024
Q2 		$14.1M Buy
135,135
+40,719
+43% +$3.99M 0.13% 112
2024
Q1 		$8.82M Buy
94,416
+4,852
+5% +$439K 0.09% 136
2023
Q4 		$8.08M Buy
89,564
+18,807
+27% +$1.63M 0.09% 142
2023
Q3 		$5.8M Buy
70,757
+226
+0.3% +$18.6K 0.07% 159
2023
Q2 		$5.71M Sell
70,531
-4,554
-6% -$351K 0.06% 167
2023
Q1 		$5.38M Sell
75,085
-139
-0.2% -$10.1K 0.07% 162
2022
Q4 		$4.93M Sell
75,224
-7,148
-9% -$460K 0.07% 167
2022
Q3 		$5.3M Buy
82,372
+2,926
+4% +$229K 0.08% 168
2022
Q2 		$6.54M Sell
79,446
-2,227
-3% -$198K 0.09% 158
2022
Q1 		$7.85M Sell
81,673
-13,122
-14% -$1.14M 0.07% 160
2021
Q4 		$8.13M Buy
94,795
+4,585
+5% +$382K 0.07% 163
2021
Q3 		$7.43K Sell
90,210
-29,050
-24% -$2.5M 0.02% 171
2021
Q2 		$9.91M Buy
119,260
+20,265
+20% +$1.55M 0.09% 155
2021
Q1 		$7.09M Sell
98,995
-257
-0.3% -$17.3K 0.07% 176
2020
Q4 		$6.41M Buy
99,252
+20,618
+26% +$1.25M 0.06% 167
2020
Q3 		$4.33M Sell
78,634
-7
-0% -$384 0.05% 187
2020
Q2 		$4.07M Buy
78,641
+12,236
+18% +$601K 0.05% 171
2020
Q1 		$3.04M Buy
+66,405
New +$4.9M 0.04% 184
2019
Q3 		– Sell
-104,515
Closed -$8.52M – 316
2019
Q2 		$8.52M Sell
104,515
-52,905
-34% -$4.16M 0.09% 136
2019
Q1 		$12.2M Buy
157,420
+4,273
+3% +$321K 0.12% 118
2018
Q4 		$10.6M Buy
153,147
+17,500
+13% +$1.19M 0.11% 126
2018
Q3 		$8.72M Buy
+135,647
New +$8.76M 0.07% 142
2018
Q2 		– Sell
-176,526
Closed -$9.61M – 371
2018
Q1 		$9.61M Sell
176,526
-88,613
-33% -$5M 0.08% 146
2017
Q4 		$16.9M Buy
265,139
+450
+0.2% +$30.2K 0.14% 126
2017
Q3 		$18.6M Sell
264,689
-170,400
-39% -$12.4M 0.15% 114
2017
Q2 		$32.6M Sell
435,089
-3,211
-0.7% -$235K 0.27% 84
2017
Q1 		$31M Sell
438,300
-96,132
-18% -$6.49M 0.26% 82
2016
Q4 		$35.8M Buy
534,432
+27,909
+6% +$1.85M 0.27% 79
2016
Q3 		$37.9M Sell
506,523
-14,428
-3% -$1.1M 0.29% 80
2016
Q2 		$39.7M Sell
520,951
-225,917
-30% -$16M 0.3% 79
2016
Q1 		$51.8M Sell
746,868
-75,712
-9% -$4.88M 0.38% 78
2015
Q4 		$56M Sell
822,580
-215,133
-21% -$14M 0.4% 73
2015
Q3 		$70.3M Buy
1,037,713
+9,389
+0.9% +$627K 0.5% 68
2015
Q2 		$67.5M Sell
1,028,324
-23,466
-2% -$1.68M 0.43% 81
2015
Q1 		$81.4M Sell
1,051,790
-77,981
-7% -$6.14M 0.39% 81
2014
Q4 		$85.5M Sell
1,129,771
-183,726
-14% -$13.1M 0.36% 80
2014
Q3 		$81.9M Buy
1,313,497
+213,295
+19% +$13.8M 0.33% 88
2014
Q2 		$69M Buy
1,100,202
+309,747
+39% +$19.5M 0.28% 92
2014
Q1 		$47.1M Buy
790,455
+261,745
+50% +$15M 0.2% 107
2013
Q4 		$28.3M Buy
528,710
+43,067
+9% +$2.56M 0.12% 147
2013
Q3 		$30.3M Buy
485,643
+126,706
+35% +$8.06M 0.14% 129
2013
Q2 		$24.1M Buy
+358,937
New +$25.5M 0.12% 153

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

TCW Group's WELL Position: Q1 2026 in Review

TCW Group increased its Welltower (WELL) stake by 32% in Q1 2026, buying an estimated $27M and bringing the position to 571,230 shares worth $113M. The position accounts for 0.85% of the portfolio, ranked #32.

TCW Group first reported a position in WELL in Q2 2013 and has held it in 49 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • TCW Group held 571,230 shares of Welltower worth $113M as of Q1 2026.
  • TCW Group bought 136,858 Welltower shares in Q1 2026, an estimated $27M.
  • Welltower made up 0.85% of TCW Group's portfolio in Q1 2026, its #32 holding.
  • TCW Group first reported a position in Welltower in Q2 2013 and has held it in 49 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.