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USS Investment Management’s Welltower WELL Stock Holding History

USS Investment 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
Q2 		$30.2M Buy
133,246
+8,474
+7% +$1.79M 0.11% 113
2026
Q1 		$24.7M Buy
124,772
+6,426
+5% +$1.27M 0.1% 114
2025
Q4 		$22M Buy
118,346
+6,821
+6% +$1.27M 0.1% 114
2025
Q3 		$19.9M Hold
111,525
– – 0.09% 126
2025
Q2 		$17.1M Sell
111,525
-115
-0.1% -$17.2K 0.1% 129
2025
Q1 		$17.1M Sell
111,640
-63
-0.1% -$8.98K 0.12% 118
2024
Q4 		$14.1M Sell
111,703
-12,269
-10% -$1.61M 0.1% 165
2024
Q3 		$15.9M Buy
123,972
+117
+0.1% +$13.7K 0.12% 150
2024
Q2 		$12.9M Buy
123,855
+2,177
+2% +$213K 0.1% 161
2024
Q1 		$11.4M Buy
121,678
+16,271
+15% +$1.47M 0.09% 186
2023
Q4 		$9.51M Sell
105,407
-6,251
-6% -$542K 0.08% 195
2023
Q3 		$9.15M Buy
111,658
+5,987
+6% +$492K 0.1% 194
2023
Q2 		$8.55M Hold
105,671
– – 0.1% 216
2023
Q1 		$7.57M Buy
105,671
+10,859
+11% +$788K 0.1% 230
2022
Q4 		$6.21M Buy
94,812
+1,876
+2% +$121K 0.09% 280
2022
Q3 		$5.98M Sell
92,936
-23,522
-20% -$1.84M 0.09% 255
2022
Q2 		$9.59M Sell
116,458
-5,057
-4% -$450K 0.1% 221
2022
Q1 		$11.7M Buy
121,515
+19,736
+19% +$1.71M 0.1% 224
2021
Q4 		$8.73M Hold
101,779
– – 0.07% 303
2021
Q3 		$8.38M Buy
101,779
+92,179
+960% +$7.92M 0.07% 294
2021
Q2 		$798K Hold
9,600
– – 0.01% 549
2021
Q1 		$688K Hold
9,600
– – 0.01% 542
2020
Q4 		$620K Hold
9,600
– – 0.01% 541
2020
Q3 		$529K Hold
9,600
– – 0.01% 544
2020
Q2 		$497K Buy
+9,600
New +$472K 0.01% 541

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 $3.38T AUM 44.17% 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

USS Investment Management's WELL Position: Q2 2026 in Review

USS Investment Management increased its Welltower (WELL) stake by 6.8% in Q2 2026, buying an estimated $1.79M and bringing the position to 133,246 shares worth $30.2M. The position accounts for 0.11% of the portfolio, ranked #113.

USS Investment Management first reported a position in WELL in Q2 2020 and has held it in 25 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • USS Investment Management held 133,246 shares of Welltower worth $30.2M as of Q2 2026.
  • USS Investment Management bought 8,474 Welltower shares in Q2 2026, an estimated $1.79M.
  • Welltower made up 0.11% of USS Investment Management's portfolio in Q2 2026, its #113 holding.
  • USS Investment Management first reported a position in Welltower in Q2 2020 and has held it in 25 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.