UniSuper Management’s Welltower WELL Stock Holding History

UniSuper Management’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	$66.9M	Sell	338,455 -35,798	-10%	-$7.07M	0.44%	48
2025 Q4	$69.5M	Sell	374,253 -50,078	-12%	-$9.35M	0.42%	48
2025 Q3	$75.6M	Buy	424,331 +14,655	+4%	+$2.41M	0.46%	39
2025 Q2	$63M	Buy	409,676 +12,000	+3%	+$1.79M	0.42%	47
2025 Q1	$60.9M	Buy	397,676 +1,932	+0.5%	+$275K	0.45%	40
2024 Q4	$49.9M	Buy	395,744 +12,364	+3%	+$1.62M	0.36%	55
2024 Q3	$49.1M	Buy	383,380 +2,845	+0.7%	+$332K	0.37%	56
2024 Q2	$39.7M	Buy	380,535 +23,161	+6%	+$2.27M	0.33%	60
2024 Q1	$33.4M	Buy	357,374 +18,727	+6%	+$1.7M	0.32%	71
2023 Q4	$30.5M	Buy	338,647 +12,557	+4%	+$1.09M	0.34%	70
2023 Q3	$26.7M	Buy	326,090 +58,067	+22%	+$4.78M	0.33%	72
2023 Q2	$21.7M	Buy	+268,023	New	+$20.6M	0.25%	87

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

UniSuper Management's WELL Position: Q1 2026 in Review

UniSuper Management reduced its Welltower (WELL) stake by 9.6% in Q1 2026, selling an estimated $7.07M and leaving 338,455 shares worth $66.9M. The position accounts for 0.44% of the portfolio, ranked #48.

UniSuper Management first reported a position in WELL in Q2 2023 and has held it in 12 quarters since. The position peaked at $75.6M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

UniSuper Management held 338,455 shares of Welltower worth $66.9M as of Q1 2026.
UniSuper Management sold 35,798 Welltower shares in Q1 2026, an estimated $7.07M.
Welltower made up 0.44% of UniSuper Management's portfolio in Q1 2026, its #48 holding.
UniSuper Management first reported a position in Welltower in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's Welltower position peaked at $75.6M in Q3 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.