UBS AM
WELL icon

UBS AM’s Welltower WELL Stock Holding History

UBS AM’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 		$1.62B Buy
8,170,874
+8,148,400
+36,257% +$1.61B 0.34% 53
2025
Q4 		$4.17M Buy
22,474
+1,379
+7% +$258K ﹤0.01% 1560
2025
Q3 		$3.76M Sell
21,095
-9,672,048
-100% -$1.59B ﹤0.01% 1501
2025
Q2 		$1.49B Buy
9,693,143
+1,528,303
+19% +$228M 0.3% 60
2025
Q1 		$1.25B Buy
8,164,840
+532,135
+7% +$75.8M 0.32% 60
2024
Q4 		$962M Buy
7,632,705
+712,279
+10% +$93.5M 0.22% 79
2024
Q3 		$886M Buy
6,920,426
+5,982,711
+638% +$698M 0.23% 83
2024
Q2 		$97.8M Sell
937,715
-4,930,463
-84% -$483M 0.03% 467
2024
Q1 		$548M Buy
5,868,178
+191,330
+3% +$17.3M 0.19% 96
2023
Q4 		$512M Buy
5,676,848
+699,007
+14% +$60.6M 0.2% 96
2023
Q3 		$408M Buy
4,977,841
+443,815
+10% +$36.5M 0.18% 105
2023
Q2 		$325M Hold
4,534,026
– – 0.16% 134
2023
Q1 		$325M Buy
4,534,026
+52,462
+1% +$3.81M 0.16% 134
2022
Q4 		$294M Buy
4,481,564
+123,055
+3% +$7.91M 0.15% 153
2022
Q3 		$280M Sell
4,358,509
-38,807
-0.9% -$3.03M 0.16% 139
2022
Q2 		$362M Buy
4,397,316
+125,314
+3% +$11.2M 0.19% 108
2022
Q1 		$411M Buy
4,272,002
+86,001
+2% +$7.47M 0.18% 117
2021
Q4 		$359M Buy
4,186,001
+704,299
+20% +$58.7M 0.14% 162
2021
Q3 		$287M Buy
3,481,702
+16,816
+0.5% +$1.45M 0.12% 179
2021
Q2 		$288M Sell
3,464,886
-150,981
-4% -$11.6M 0.12% 174
2021
Q1 		$259M Buy
3,615,867
+64,593
+2% +$4.34M 0.11% 187
2020
Q4 		$229M Buy
3,551,274
+395,514
+13% +$24M 0.11% 191
2020
Q3 		$174M Buy
3,155,760
+484,504
+18% +$26.6M 0.09% 209
2020
Q2 		$138M Sell
2,671,256
-520,809
-16% -$25.6M 0.08% 231
2020
Q1 		$146M Buy
3,192,065
+268,974
+9% +$19.8M 0.11% 201
2019
Q4 		$239M Buy
2,923,091
+41,392
+1% +$3.54M 0.15% 139
2019
Q3 		$261M Buy
2,881,699
+405,505
+16% +$35.3M 0.18% 115
2019
Q2 		$202M Buy
2,476,194
+146,229
+6% +$11.5M 0.14% 143
2019
Q1 		$181M Buy
2,329,965
+34,646
+2% +$2.6M 0.13% 166
2018
Q4 		$159M Buy
2,295,319
+163,712
+8% +$11.1M 0.14% 166
2018
Q3 		$137M Buy
2,131,607
+47,628
+2% +$3.08M 0.1% 225
2018
Q2 		$131M Sell
2,083,979
-30,879
-1% -$1.72M 0.1% 232
2018
Q1 		$115M Buy
2,114,858
+261,203
+14% +$14.7M 0.09% 256
2017
Q4 		$118M Buy
1,853,655
+17,576
+1% +$1.18M 0.1% 229
2017
Q3 		$129M Buy
1,836,079
+78,709
+4% +$5.72M 0.12% 191
2017
Q2 		$132M Sell
1,757,370
-2,803
-0.2% -$205K 0.13% 186
2017
Q1 		$125M Buy
1,760,173
+180,861
+11% +$12.2M 0.13% 181
2016
Q4 		$106M Sell
1,579,312
-31,649
-2% -$2.1M 0.12% 198
2016
Q3 		$120M Sell
1,610,961
-33,617
-2% -$2.57M 0.13% 172
2016
Q2 		$125M Sell
1,644,578
-3,294
-0.2% -$234K 0.14% 165
2016
Q1 		$114M Sell
1,647,872
-242,582
-13% -$15.6M 0.13% 166
2015
Q4 		$129M Buy
1,890,454
+214,825
+13% +$14M 0.15% 167
2015
Q3 		$113M Sell
1,675,629
-309,373
-16% -$20.7M 0.13% 184
2015
Q2 		$130M Buy
1,985,002
+77,282
+4% +$5.54M 0.12% 183
2015
Q1 		$148M Buy
1,907,720
+52,569
+3% +$4.14M 0.14% 167
2014
Q4 		$140M Buy
1,855,151
+80,776
+5% +$5.77M 0.13% 174
2014
Q3 		$111M Buy
1,774,375
+9,303
+0.5% +$600K 0.11% 205
2014
Q2 		$111M Buy
1,765,072
+67,271
+4% +$4.23M 0.11% 214
2014
Q1 		$101M Buy
1,697,801
+110,989
+7% +$6.34M 0.11% 215
2013
Q4 		$85M Buy
1,586,812
+169,941
+12% +$10.1M 0.1% 234
2013
Q3 		$88.4M Sell
1,416,871
-172,280
-11% -$11M 0.11% 211
2013
Q2 		$107M Buy
+1,589,151
New +$113M 0.14% 173

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

UBS AM's WELL Position: Q1 2026 in Review

UBS AM increased its Welltower (WELL) stake by 36,257% in Q1 2026, buying an estimated $1.61B and bringing the position to 8,170,874 shares worth $1.62B. The position accounts for 0.34% of the portfolio, ranked #53.

UBS AM first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • UBS AM held 8,170,874 shares of Welltower worth $1.62B as of Q1 2026.
  • UBS AM bought 8,148,400 Welltower shares in Q1 2026, an estimated $1.61B.
  • Welltower made up 0.34% of UBS AM's portfolio in Q1 2026, its #53 holding.
  • UBS AM first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.