Uniplan Investment Counsel’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 | $54.4M | Sell |
275,099
-11,748
| -4% | -$2.32M | 5.58% | 2 |
|
|
2025
Q4 | $53.2M | Sell |
286,847
-37,929
| -12% | -$7.08M | 5.35% | 1 |
|
|
2025
Q3 | $57.9M | Buy |
324,776
+10,573
| +3% | +$1.74M | 5.67% | 1 |
|
|
2025
Q2 | $48.3M | Sell |
314,203
-5,962
| -2% | -$891K | 4.89% | 3 |
|
|
2025
Q1 | $49.1M | Sell |
320,165
-22,873
| -7% | -$3.26M | 4.77% | 3 |
|
|
2024
Q4 | $43.2M | Sell |
343,038
-7,323
| -2% | -$961K | 4.02% | 4 |
|
|
2024
Q3 | $44.9M | Sell |
350,361
-32,506
| -8% | -$3.79M | 3.91% | 3 |
|
|
2024
Q2 | $39.9M | Sell |
382,867
-71,100
| -16% | -$6.97M | 3.63% | 4 |
|
|
2024
Q1 | $42.4M | Sell |
453,967
-16,557
| -4% | -$1.5M | 3.33% | 7 |
|
|
2023
Q4 | $42.9M | Buy |
470,524
+43,543
| +10% | +$3.78M | 3.19% | 7 |
|
|
2023
Q3 | $34.4M | Buy |
426,981
+17,281
| +4% | +$1.42M | 2.63% | 12 |
|
|
2023
Q2 | $33.1M | Sell |
409,700
-18,909
| -4% | -$1.46M | 2.41% | 13 |
|
|
2023
Q1 | $30.7M | Sell |
428,609
-3,026
| -0.7% | -$219K | 2.17% | 13 |
|
|
2022
Q4 | $28.3M | Sell |
431,635
-18,444
| -4% | -$1.19M | 2.01% | 14 |
|
|
2022
Q3 | $28.9M | Buy |
450,079
+10,412
| +2% | +$814K | 2.22% | 13 |
|
|
2022
Q2 | $36.2M | Buy |
439,667
+14,639
| +3% | +$1.3M | 2.52% | 9 |
|
|
2022
Q1 | $40.9M | Buy |
425,028
+11,754
| +3% | +$1.02M | 2.41% | 9 |
|
|
2021
Q4 | $35.4M | Sell |
413,274
-17,284
| -4% | -$1.44M | 1.98% | 15 |
|
|
2021
Q3 | $35.5M | Buy |
430,558
+11,417
| +3% | +$981K | 2.18% | 12 |
|
|
2021
Q2 | $34.8M | Sell |
419,141
-15,261
| -4% | -$1.17M | 2.05% | 14 |
|
|
2021
Q1 | $31.1M | Buy |
434,402
+319
| +0.1% | +$21.4K | 1.99% | 13 |
|
|
2020
Q4 | $28.1M | Sell |
434,083
-32,161
| -7% | -$1.95M | 1.92% | 15 |
|
|
2020
Q3 | $25.7M | Sell |
466,244
-13,790
| -3% | -$757K | 1.79% | 19 |
|
|
2020
Q2 | $24.8M | Sell |
480,034
-30,979
| -6% | -$1.52M | 1.73% | 16 |
|
|
2020
Q1 | $23.4M | Sell |
511,013
-581,844
| -53% | -$42.9M | 1.76% | 19 |
|
|
2019
Q4 | $27.9M | Buy |
1,092,857
+606,649
| +125% | +$51.9M | 1.65% | 22 |
|
|
2019
Q3 | $44.1M | Sell |
486,208
-22,689
| -4% | -$1.97M | 2.74% | 8 |
|
|
2019
Q2 | $41.5M | Buy |
508,897
+2,791
| +0.6% | +$219K | 2.63% | 9 |
|
|
2019
Q1 | $39.3M | Sell |
506,106
-35,890
| -7% | -$2.69M | 2.49% | 10 |
|
|
2018
Q4 | $37.6M | Sell |
541,996
-32,607
| -6% | -$2.22M | 2.59% | 8 |
|
|
2018
Q3 | $37M | Sell |
574,603
-93,270
| -14% | -$6.02M | 2.15% | 15 |
|
|
2018
Q2 | $41.9M | Sell |
667,873
-64,606
| -9% | -$3.6M | 2.05% | 17 |
|
|
2018
Q1 | $40.1M | Sell |
732,479
-13,326
| -2% | -$752K | 1.88% | 19 |
|
|
2017
Q4 | $47.6M | Buy |
745,805
+19,479
| +3% | +$1.31M | 1.94% | 15 |
|
|
2017
Q3 | $51M | Buy |
726,326
+15,344
| +2% | +$1.12M | 2.16% | 9 |
|
|
2017
Q2 | $53.2M | Buy |
710,982
+9,777
| +1% | +$715K | 2.34% | 10 |
|
|
2017
Q1 | $49.7M | Buy |
701,205
+36,705
| +6% | +$2.48M | 2.25% | 13 |
|
|
2016
Q4 | $44.5M | Buy |
664,500
+10,784
| +2% | +$714K | 2.02% | 18 |
|
|
2016
Q3 | $48.9M | Buy |
653,716
+6,942
| +1% | +$532K | 2.2% | 14 |
|
|
2016
Q2 | $49.3M | Sell |
646,774
-2,838
| -0.4% | -$202K | 2.23% | 13 |
|
|
2016
Q1 | $44.2M | Hold |
649,612
| – | – | 2.17% | 14 |
|
|
2015
Q4 | $44.2M | Sell |
649,612
-7,305
| -1% | -$477K | 2.15% | 14 |
|
|
2015
Q3 | $44.5M | Buy |
656,917
+46,937
| +8% | +$3.13M | 2.15% | 11 |
|
|
2015
Q2 | $40M | Buy |
+609,980
| New | +$43.7M | 1.82% | 16 |
|
Other funds holding WELL
VCM
VPM
Uniplan Investment Counsel's WELL Position: Q1 2026 in Review
Uniplan Investment Counsel reduced its Welltower (WELL) stake by 4.1% in Q1 2026, selling an estimated $2.32M and leaving 275,099 shares worth $54.4M. The position accounts for 5.58% of the portfolio, ranked #2.
Uniplan Investment Counsel first reported a position in WELL in Q2 2015 and has held it in 44 quarters since. The position peaked at $57.9M in Q3 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Uniplan Investment Counsel held 275,099 shares of Welltower worth $54.4M as of Q1 2026.
- Uniplan Investment Counsel sold 11,748 Welltower shares in Q1 2026, an estimated $2.32M.
- Welltower made up 5.58% of Uniplan Investment Counsel's portfolio in Q1 2026, its #2 holding.
- Uniplan Investment Counsel first reported a position in Welltower in Q2 2015 and has held it in 44 quarters since.
- Uniplan Investment Counsel's Welltower position peaked at $57.9M in Q3 2025.
- 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Uniplan Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.