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Utah Retirement Systems’s Welltower WELL Stock Holding History

Utah Retirement Systems’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 		$22.1M Buy
111,752
+210
+0.2% +$41.5K 0.23% 80
2025
Q4 		$20.7M Buy
111,542
+998
+0.9% +$186K 0.2% 90
2025
Q3 		$19.7M Buy
110,544
+6,907
+7% +$1.14M 0.19% 100
2025
Q2 		$15.9M Buy
103,637
+1,434
+1% +$214K 0.17% 117
2025
Q1 		$15.7M Hold
102,203
– – 0.18% 109
2024
Q4 		$12.9M Buy
102,203
+2,500
+3% +$328K 0.14% 134
2024
Q3 		$12.8M Buy
99,703
+2,200
+2% +$257K 0.14% 133
2024
Q2 		$10.2M Buy
97,503
+1,400
+1% +$137K 0.12% 153
2024
Q1 		$8.98M Buy
96,103
+3,000
+3% +$272K 0.11% 188
2023
Q4 		$8.4M Buy
93,103
+7,600
+9% +$659K 0.11% 185
2023
Q3 		$7M Buy
85,503
+200
+0.2% +$16.4K 0.1% 195
2023
Q2 		$6.9M Buy
85,303
+1,200
+1% +$92.5K 0.1% 212
2023
Q1 		$6.03M Buy
84,103
+200
+0.2% +$14.5K 0.09% 240
2022
Q4 		$5.5M Buy
83,903
+800
+1% +$51.4K 0.09% 243
2022
Q3 		$5.34M Buy
83,103
+2,100
+3% +$164K 0.09% 234
2022
Q2 		$6.67M Buy
81,003
+3,300
+4% +$294K 0.11% 187
2022
Q1 		$7.47M Sell
77,703
-1,400
-2% -$122K 0.1% 195
2021
Q4 		$6.79M Buy
79,103
+2,700
+4% +$225K 0.08% 241
2021
Q3 		$6.3M Sell
76,403
-3,200
-4% -$275K 0.09% 234
2021
Q2 		$6.62M Sell
79,603
-600
-0.7% -$45.9K 0.09% 236
2021
Q1 		$5.75M Sell
80,203
-3,600
-4% -$242K 0.08% 254
2020
Q4 		$5.42M Sell
83,803
-26,968
-24% -$1.64M 0.08% 263
2020
Q3 		$6.1M Buy
110,771
+900
+0.8% +$49.4K 0.1% 187
2020
Q2 		$5.69M Buy
109,871
+3,900
+4% +$192K 0.1% 181
2020
Q1 		$4.85M Buy
105,971
+900
+0.9% +$66.4K 0.1% 175
2019
Q4 		$8.59M Buy
105,071
+500
+0.5% +$42.8K 0.15% 144
2019
Q3 		$9.48M Buy
104,571
+600
+0.6% +$52.2K 0.18% 116
2019
Q2 		$8.48M Buy
103,971
+1,654
+2% +$130K 0.16% 131
2019
Q1 		$7.94M Buy
102,317
+1,019
+1% +$76.4K 0.16% 132
2018
Q4 		$7.03M Buy
101,298
+700
+0.7% +$47.6K 0.16% 131
2018
Q3 		$6.47M Buy
100,598
+3,100
+3% +$200K 0.13% 169
2018
Q2 		$6.11M Buy
97,498
+4,200
+5% +$234K 0.13% 169
2018
Q1 		$5.08M Buy
93,298
+3,500
+4% +$198K 0.11% 199
2017
Q4 		$5.73M Buy
89,798
+5,100
+6% +$342K 0.12% 180
2017
Q3 		$5.95M Buy
84,698
+400
+0.5% +$29.1K 0.13% 166
2017
Q2 		$6.31M Buy
84,298
+2,282
+3% +$167K 0.15% 154
2017
Q1 		$5.81M Buy
82,016
+2,100
+3% +$142K 0.14% 158
2016
Q4 		$5.35M Buy
79,916
+1,100
+1% +$72.9K 0.13% 165
2016
Q3 		$5.89M Buy
78,816
+700
+0.9% +$53.6K 0.15% 143
2016
Q2 		$5.95M Buy
78,116
+2,100
+3% +$149K 0.16% 133
2016
Q1 		$5.27M Buy
76,016
+1,300
+2% +$83.8K 0.14% 152
2015
Q4 		$5.08M Buy
74,716
+1,200
+2% +$78.3K 0.14% 154
2015
Q3 		$4.98M Buy
73,516
+1,500
+2% +$100K 0.14% 150
2015
Q2 		$4.73M Buy
72,016
+800
+1% +$57.4K 0.13% 178
2015
Q1 		$5.51M Buy
71,216
+14,868
+26% +$1.17M 0.14% 154
2014
Q4 		$4.26M Buy
56,348
+600
+1% +$42.8K 0.12% 188
2014
Q3 		$3.48M Buy
55,748
+2,500
+5% +$161K 0.1% 221
2014
Q2 		$3.34M Buy
53,248
+2,200
+4% +$138K 0.1% 222
2014
Q1 		$3.04M Buy
51,048
+300
+0.6% +$17.1K 0.09% 241
2013
Q4 		$2.72M Hold
50,748
– – 0.08% 270
2013
Q3 		$3.17M Sell
50,748
-400
-0.8% -$25.4K 0.1% 210
2013
Q2 		$3.43M Buy
+51,148
New +$3.63M 0.12% 187

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Utah Retirement Systems's WELL Position: Q1 2026 in Review

Utah Retirement Systems increased its Welltower (WELL) stake by 0.19% in Q1 2026, buying an estimated $41.5K and bringing the position to 111,752 shares worth $22.1M. The position accounts for 0.23% of the portfolio, ranked #80.

Utah Retirement Systems first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Utah Retirement Systems held 111,752 shares of Welltower worth $22.1M as of Q1 2026.
  • Utah Retirement Systems bought 210 Welltower shares in Q1 2026, an estimated $41.5K.
  • Welltower made up 0.23% of Utah Retirement Systems's portfolio in Q1 2026, its #80 holding.
  • Utah Retirement Systems first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.