UBS Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487M | Buy |
2,464,410
+701,974
| +40% | +$139M | 0.07% | 276 |
|
|
2025
Q4 | $327M | Sell |
1,762,436
-1,515,685
| -46% | -$283M | 0.05% | 351 |
|
|
2025
Q3 | $584M | Buy |
3,278,121
+1,183,077
| +56% | +$194M | 0.09% | 207 |
|
|
2025
Q2 | $322M | Sell |
2,095,044
-661,116
| -24% | -$98.8M | 0.06% | 344 |
|
|
2025
Q1 | $422M | Buy |
2,756,160
+736,400
| +36% | +$105M | 0.08% | 255 |
|
|
2024
Q4 | $255M | Buy |
2,019,760
+332,269
| +20% | +$43.6M | 0.05% | 401 |
|
|
2024
Q3 | $216M | Buy |
1,687,491
+533,846
| +46% | +$62.3M | 0.05% | 376 |
|
|
2024
Q2 | $120M | Sell |
1,153,645
-358,067
| -24% | -$35.1M | 0.03% | 550 |
|
|
2024
Q1 | $141M | Buy |
1,511,712
+439,429
| +41% | +$39.8M | 0.04% | 487 |
|
|
2023
Q4 | $96.7M | Buy |
1,072,283
+639,355
| +148% | +$55.5M | 0.03% | 584 |
|
|
2023
Q3 | $35.5M | Sell |
432,928
-434,238
| -50% | -$35.7M | 0.01% | 1059 |
|
|
2023
Q2 | $70.1M | Buy |
867,166
+455,363
| +111% | +$35.1M | 0.02% | 645 |
|
|
2023
Q1 | $29.5M | Sell |
411,803
-296,519
| -42% | -$21.5M | 0.01% | 1110 |
|
|
2022
Q4 | $46.4M | Sell |
708,322
-72,851
| -9% | -$4.68M | 0.02% | 842 |
|
|
2022
Q3 | $50.2M | Sell |
781,173
-1,141
| -0.1% | -$89.2K | 0.02% | 685 |
|
|
2022
Q2 | $64.4M | Sell |
782,314
-149,132
| -16% | -$13.3M | 0.03% | 608 |
|
|
2022
Q1 | $89.5M | Buy |
931,446
+168,161
| +22% | +$14.6M | 0.03% | 557 |
|
|
2021
Q4 | $65.5M | Sell |
763,285
-368,180
| -33% | -$30.7M | 0.02% | 793 |
|
|
2021
Q3 | $93.2M | Buy |
1,131,465
+97,376
| +9% | +$8.37M | 0.03% | 559 |
|
|
2021
Q2 | $85.9M | Buy |
1,034,089
+95,318
| +10% | +$7.3M | 0.03% | 578 |
|
|
2021
Q1 | $67.2M | Sell |
938,771
-165,203
| -15% | -$11.1M | 0.02% | 676 |
|
|
2020
Q4 | $71.3M | Sell |
1,103,974
-55,947
| -5% | -$3.4M | 0.02% | 611 |
|
|
2020
Q3 | $63.9M | Buy |
1,159,921
+464,691
| +67% | +$25.5M | 0.02% | 555 |
|
|
2020
Q2 | $36M | Sell |
695,230
-1,178,199
| -63% | -$57.9M | 0.02% | 759 |
|
|
2020
Q1 | $85.8M | Buy |
1,873,429
+1,415,777
| +309% | +$104M | 0.04% | 391 |
|
|
2019
Q4 | $37.4M | Sell |
457,652
-9,507
| -2% | -$814K | 0.01% | 945 |
|
|
2019
Q3 | $42.3M | Sell |
467,159
-487,978
| -51% | -$42.5M | 0.02% | 778 |
|
|
2019
Q2 | $77.9M | Buy |
955,137
+137,378
| +17% | +$10.8M | 0.03% | 482 |
|
|
2019
Q1 | $63.5M | Buy |
817,759
+288,891
| +55% | +$21.7M | 0.03% | 532 |
|
|
2018
Q4 | $36.7M | Sell |
528,868
-244,772
| -32% | -$16.7M | 0.02% | 752 |
|
|
2018
Q3 | $49.8M | Buy |
773,640
+29,820
| +4% | +$1.93M | 0.02% | 677 |
|
|
2018
Q2 | $46.6M | Sell |
743,820
-37,422
| -5% | -$2.09M | 0.02% | 683 |
|
|
2018
Q1 | $42.5M | Buy |
781,242
+213,503
| +38% | +$12.1M | 0.02% | 711 |
|
|
2017
Q4 | $36.2M | Buy |
567,739
+23,532
| +4% | +$1.58M | 0.01% | 829 |
|
|
2017
Q3 | $38.2M | Sell |
544,207
-49,065
| -8% | -$3.57M | 0.02% | 733 |
|
|
2017
Q2 | $44.4M | Sell |
593,272
-40,116
| -6% | -$2.93M | 0.02% | 612 |
|
|
2017
Q1 | $44.9M | Buy |
633,388
+120,737
| +24% | +$8.15M | 0.02% | 590 |
|
|
2016
Q4 | $34.3M | Buy |
512,651
+17,105
| +3% | +$1.13M | 0.02% | 719 |
|
|
2016
Q3 | $37.1M | Sell |
495,546
-59,019
| -11% | -$4.52M | 0.02% | 639 |
|
|
2016
Q2 | $42.2M | Sell |
554,565
-13,736
| -2% | -$975K | 0.03% | 564 |
|
|
2016
Q1 | $39.4M | Sell |
568,301
-17,832
| -3% | -$1.15M | 0.03% | 547 |
|
|
2015
Q4 | $39.9M | Buy |
586,133
+127,789
| +28% | +$8.34M | 0.03% | 589 |
|
|
2015
Q3 | $31M | Sell |
458,344
-67,616
| -13% | -$4.52M | 0.02% | 666 |
|
|
2015
Q2 | $34.5M | Sell |
525,960
-95,568
| -15% | -$6.85M | 0.02% | 674 |
|
|
2015
Q1 | $48.1M | Sell |
621,528
-124,970
| -17% | -$9.84M | 0.03% | 520 |
|
|
2014
Q4 | $56.5M | Buy |
+746,498
| New | +$53.3M | 0.04% | 482 |
|
Other funds holding WELL
VCM
VPM
UBS Group's WELL Position: Q1 2026 in Review
UBS Group increased its Welltower (WELL) stake by 40% in Q1 2026, buying an estimated $139M and bringing the position to 2,464,410 shares worth $487M. The position accounts for 0.07% of the portfolio, ranked #276.
UBS Group first reported a position in WELL in Q4 2014 and has held it in 46 quarters since. The position peaked at $584M in Q3 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- UBS Group held 2,464,410 shares of Welltower worth $487M as of Q1 2026.
- UBS Group bought 701,974 Welltower shares in Q1 2026, an estimated $139M.
- Welltower made up 0.07% of UBS Group's portfolio in Q1 2026, its #276 holding.
- UBS Group first reported a position in Welltower in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Welltower position peaked at $584M in Q3 2025.
- 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.