UBS Group
WELL icon

UBS Group’s Welltower WELL Stock Holding History

UBS 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
2020
Q4 		– Sell
-72,000
Closed -$3.97M – 8803
2020
Q3 		$3.97M Buy
+72,000
New +$3.95M ﹤0.01% 2411
2016
Q3 		– Sell
-220,000
Closed -$16.8M – 7962
2016
Q2 		$16.8M Sell
220,000
-12,000
-5% -$852K 0.01% 1046
2016
Q1 		$16.1M Buy
232,000
+225,000
+3,214% +$14.5M 0.01% 1023
2015
Q4 		$476K Buy
+7,000
New +$457K ﹤0.01% 3989
2015
Q1 		– Sell
-300
Closed -$23K – 9443
2014
Q4 		$23K Buy
+300
New +$21.4K ﹤0.01% 7450

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group's WELL Position: Q2 2026 in Review

UBS Group reduced its Welltower (WELL) stake by 35% in Q2 2026, selling an estimated $184M and leaving 1,596,229 shares worth $362M. The position accounts for 0.05% of the portfolio, ranked #406.

UBS Group first reported a position in WELL in Q4 2014 and has held it in 47 quarters since. The position peaked at $584M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • UBS Group held 1,596,229 shares of Welltower worth $362M as of Q2 2026.
  • UBS Group sold 868,181 Welltower shares in Q2 2026, an estimated $184M.
  • Welltower made up 0.05% of UBS Group's portfolio in Q2 2026, its #406 holding.
  • UBS Group first reported a position in Welltower in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Welltower position peaked at $584M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.