VPIM
WELL icon

Vanguard Personalized Indexing Management’s Welltower WELL Stock Holding History

Vanguard Personalized Indexing 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 		$18.1M Buy
91,371
+7,134
+8% +$1.41M 0.18% 87
2025
Q4 		$15.6M Buy
84,237
+6,384
+8% +$1.19M 0.15% 100
2025
Q3 		$13.9M Buy
77,853
+1,965
+3% +$323K 0.14% 109
2025
Q2 		$11.7M Buy
75,888
+10,269
+16% +$1.53M 0.13% 130
2025
Q1 		$10.1M Buy
65,619
+6,636
+11% +$946K 0.15% 115
2024
Q4 		$7.43M Buy
58,983
+2,356
+4% +$309K 0.11% 148
2024
Q3 		$7.25M Buy
56,627
+5,632
+11% +$657K 0.12% 141
2024
Q2 		$5.29M Buy
50,995
+5,118
+11% +$502K 0.1% 157
2024
Q1 		$4.29M Buy
45,877
+5,164
+13% +$468K 0.09% 198
2023
Q4 		$3.67M Buy
40,713
+2,821
+7% +$245K 0.09% 198
2023
Q3 		$3.1M Buy
37,892
+2,941
+8% +$242K 0.09% 208
2023
Q2 		$2.83M Buy
34,951
+3,352
+11% +$258K 0.09% 223
2023
Q1 		$2.27M Buy
31,599
+3,001
+10% +$218K 0.08% 250
2022
Q4 		$1.87M Buy
28,598
+3,396
+13% +$218K 0.08% 273
2022
Q3 		$1.62M Sell
25,202
-414
-2% -$32.4K 0.07% 282
2022
Q2 		$2.11M Buy
25,616
+4,216
+20% +$375K 0.1% 199
2022
Q1 		$2.06M Buy
21,400
+5,970
+39% +$519K 0.1% 186
2021
Q4 		$1.32M Buy
15,430
+2,531
+20% +$211K 0.08% 279
2021
Q3 		$1.06M Buy
12,899
+1,583
+14% +$136K 0.1% 211
2021
Q2 		$940K Buy
11,316
+3,668
+48% +$281K 0.1% 219
2021
Q1 		$548K Buy
7,648
+3,340
+78% +$224K 0.08% 295
2020
Q4 		$278K Buy
4,308
+333
+8% +$20.2K 0.06% 398
2020
Q3 		$219K Buy
+3,975
New +$218K 0.06% 376

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

Vanguard Personalized Indexing Management's WELL Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Welltower (WELL) stake by 8.5% in Q1 2026, buying an estimated $1.41M and bringing the position to 91,371 shares worth $18.1M. The position accounts for 0.18% of the portfolio, ranked #87.

Vanguard Personalized Indexing Management first reported a position in WELL in Q3 2020 and has held it in 23 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Vanguard Personalized Indexing Management held 91,371 shares of Welltower worth $18.1M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 7,134 Welltower shares in Q1 2026, an estimated $1.41M.
  • Welltower made up 0.18% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #87 holding.
  • Vanguard Personalized Indexing Management first reported a position in Welltower in Q3 2020 and has held it in 23 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.