Victory Capital Management’s Welltower WELL Stock Holding History

Victory Capital 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	$68M	Sell	344,030 -85,845	-20%	-$17M	0.04%	414
2025 Q4	$79.8M	Sell	429,875 -2,914	-0.7%	-$544K	0.05%	367
2025 Q3	$77.1M	Sell	432,789 -9,543	-2%	-$1.57M	0.05%	379
2025 Q2	$68M	Buy	442,332 +88,554	+25%	+$13.2M	0.04%	424
2025 Q1	$54.2M	Buy	353,778 +6,792	+2%	+$968K	0.06%	429
2024 Q4	$43.7M	Sell	346,986 -16,392	-5%	-$2.15M	0.04%	509
2024 Q3	$46.5M	Buy	363,378 +125,046	+52%	+$14.6M	0.04%	494
2024 Q2	$24.8M	Buy	238,332 +3,980	+2%	+$390K	0.02%	725
2024 Q1	$21.9M	Buy	234,352 +1,592	+0.7%	+$144K	0.02%	781
2023 Q4	$21M	Sell	232,760 -24,141	-9%	-$2.09M	0.02%	758
2023 Q3	$21M	Buy	256,901 +20,158	+9%	+$1.66M	0.02%	738
2023 Q2	$19.2M	Sell	236,743 -10,313	-4%	-$795K	0.02%	784
2023 Q1	$17.7M	Sell	247,056 -15,070	-6%	-$1.09M	0.02%	831
2022 Q4	$17.2M	Sell	262,126 -163,581	-38%	-$10.5M	0.02%	829
2022 Q3	$27.4M	Buy	425,707 +8,611	+2%	+$673K	0.03%	676
2022 Q2	$34.3M	Buy	417,096 +10,422	+3%	+$927K	0.04%	610
2022 Q1	$37.3M	Buy	406,674 +30,331	+8%	+$2.63M	0.04%	647
2021 Q4	$32.3M	Buy	376,343 +2,953	+0.8%	+$246K	0.03%	738
2021 Q3	$30.8M	Buy	373,390 +5,713	+2%	+$491K	0.03%	720
2021 Q2	$30.6M	Sell	367,677 -5,649	-2%	-$432K	0.03%	747
2021 Q1	$26.7M	Sell	373,326 -23,230	-6%	-$1.56M	0.03%	795
2020 Q4	$25.6M	Buy	396,556 +31,678	+9%	+$1.92M	0.03%	775
2020 Q3	$20.1M	Sell	364,878 -16,403	-4%	-$901K	0.03%	797
2020 Q2	$19.7M	Sell	381,281 -391,795	-51%	-$19.3M	0.03%	785
2020 Q1	$35.4M	Buy	773,076 +426,859	+123%	+$31.5M	0.03%	708
2019 Q4	$28.3M	Buy	346,217 +9,427	+3%	+$807K	0.03%	710
2019 Q3	$30.5M	Buy	336,790 +291,527	+644%	+$25.4M	0.04%	638
2019 Q2	$3.69M	Buy	45,263 +4,286	+10%	+$337K	0.01%	982
2019 Q1	$3.18M	Sell	40,977 -3,547	-8%	-$266K	0.01%	973
2018 Q4	$3.09M	Sell	44,524 -22,553	-34%	-$1.53M	0.01%	929
2018 Q3	$4.32M	Sell	67,077 -747	-1%	-$48.3K	0.01%	902
2018 Q2	$4.25M	Buy	67,824 +17,658	+35%	+$984K	0.01%	881
2018 Q1	$2.73M	Sell	50,166 -1,588	-3%	-$89.7K	0.01%	981
2017 Q4	$3.3M	Sell	51,754 -1,515	-3%	-$102K	0.01%	891
2017 Q3	$3.74M	Sell	53,269 -4,178	-7%	-$304K	0.01%	848
2017 Q2	$4.3M	Sell	57,447 -8,040	-12%	-$588K	0.01%	827
2017 Q1	$4.64M	Sell	65,487 -2,634	-4%	-$178K	0.01%	814
2016 Q4	$4.56M	Buy	68,121 +8,256	+14%	+$547K	0.01%	803
2016 Q3	$4.48M	Sell	59,865 -4,918	-8%	-$377K	0.01%	778
2016 Q2	$4.93M	Sell	64,783 -5,548	-8%	-$394K	0.02%	572
2016 Q1	$4.88M	Sell	70,331 -5,492	-7%	-$354K	0.02%	567
2015 Q4	$5.16M	Buy	75,823 +21,392	+39%	+$1.4M	0.02%	541
2015 Q3	$3.69M	Sell	54,431 -15,892	-23%	-$1.06M	0.02%	573
2015 Q2	$4.62M	Sell	70,323 -143	-0.2%	-$10.3K	0.02%	564
2015 Q1	$5.45M	Sell	70,466 -7,332	-9%	-$577K	0.02%	531
2014 Q4	$5.89M	Buy	+77,798	New	+$5.55M	0.02%	530
2013 Q4	–	Sell	-128	Closed	-$7K	–	1121
2013 Q3	$7K	Buy	+128	New	+$8.14K	﹤0.01%	1088

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

Victory Capital Management's WELL Position: Q1 2026 in Review

Victory Capital Management reduced its Welltower (WELL) stake by 20% in Q1 2026, selling an estimated $17M and leaving 344,030 shares worth $68M. The position accounts for 0.04% of the portfolio, ranked #414.

Victory Capital Management first reported a position in WELL in Q3 2013 and has held it in 47 quarters since. The position peaked at $79.8M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Victory Capital Management held 344,030 shares of Welltower worth $68M as of Q1 2026.
Victory Capital Management sold 85,845 Welltower shares in Q1 2026, an estimated $17M.
Welltower made up 0.04% of Victory Capital Management's portfolio in Q1 2026, its #414 holding.
Victory Capital Management first reported a position in Welltower in Q3 2013 and has held it in 47 quarters since.
Victory Capital Management's Welltower position peaked at $79.8M in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Victory Capital Management's 13F filing for Q1 2026, filed 15 May 2026.