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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.