Wellington Management Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.35B | Sell |
16,950,076
-1,704,411
| -9% | -$337M | 0.63% | 24 |
|
|
2025
Q4 | $3.46B | Sell |
18,654,487
-1,363,479
| -7% | -$255M | 0.61% | 19 |
|
|
2025
Q3 | $3.57B | Sell |
20,017,966
-151,008
| -0.7% | -$24.8M | 0.62% | 22 |
|
|
2025
Q2 | $3.1B | Sell |
20,168,974
-1,120,710
| -5% | -$167M | 0.56% | 36 |
|
|
2025
Q1 | $3.26B | Buy |
21,289,684
+2,614,562
| +14% | +$373M | 0.63% | 37 |
|
|
2024
Q4 | $2.35B | Sell |
18,675,122
-10,722
| -0.1% | -$1.41M | 0.43% | 56 |
|
|
2024
Q3 | $2.39B | Buy |
18,685,844
+1,797,330
| +11% | +$210M | 0.42% | 57 |
|
|
2024
Q2 | $1.76B | Buy |
16,888,514
+247,952
| +1% | +$24.3M | 0.31% | 74 |
|
|
2024
Q1 | $1.55B | Buy |
16,640,562
+398,349
| +2% | +$36.1M | 0.28% | 90 |
|
|
2023
Q4 | $1.46B | Sell |
16,242,213
-10,577,240
| -39% | -$918M | 0.27% | 90 |
|
|
2023
Q3 | $2.2B | Sell |
26,819,453
-283,817
| -1% | -$23.3M | 0.44% | 53 |
|
|
2023
Q2 | $2.19B | Buy |
27,103,270
+3,663,642
| +16% | +$282M | 0.42% | 58 |
|
|
2023
Q1 | $1.68B | Sell |
23,439,628
-631,827
| -3% | -$45.8M | 0.33% | 74 |
|
|
2022
Q4 | $1.58B | Sell |
24,071,455
-1,842,426
| -7% | -$118M | 0.32% | 81 |
|
|
2022
Q3 | $1.67B | Buy |
25,913,881
+7,886,464
| +44% | +$616M | 0.36% | 72 |
|
|
2022
Q2 | $1.48B | Buy |
18,027,417
+4,228,487
| +31% | +$376M | 0.3% | 82 |
|
|
2022
Q1 | $1.33B | Buy |
13,798,930
+9,695,218
| +236% | +$842M | 0.23% | 102 |
|
|
2021
Q4 | $352M | Sell |
4,103,712
-258,944
| -6% | -$21.6M | 0.06% | 302 |
|
|
2021
Q3 | $359M | Buy |
4,362,656
+1,391,584
| +47% | +$120M | 0.06% | 293 |
|
|
2021
Q2 | $247M | Buy |
2,971,072
+2,116,462
| +248% | +$162M | 0.04% | 392 |
|
|
2021
Q1 | $61.2M | Buy |
+854,610
| New | +$57.4M | 0.01% | 743 |
|
|
2020
Q2 | – | Sell |
-10,518
| Closed | -$481K | – | 1990 |
|
|
2020
Q1 | $481K | Sell |
10,518
-2,315
| -18% | -$171K | ﹤0.01% | 1703 |
|
|
2019
Q4 | $1.05M | Sell |
12,833
-17,346
| -57% | -$1.49M | ﹤0.01% | 1696 |
|
|
2019
Q3 | $2.74M | Sell |
30,179
-10,009
| -25% | -$871K | ﹤0.01% | 1502 |
|
|
2019
Q2 | $3.28M | Sell |
40,188
-199,496
| -83% | -$15.7M | ﹤0.01% | 1485 |
|
|
2019
Q1 | $18.6M | Buy |
239,684
+6,086
| +3% | +$457K | ﹤0.01% | 1030 |
|
|
2018
Q4 | $16.2M | Buy |
233,598
+1,025
| +0.4% | +$69.7K | ﹤0.01% | 1048 |
|
|
2018
Q3 | $15M | Sell |
232,573
-355,140
| -60% | -$22.9M | ﹤0.01% | 1173 |
|
|
2018
Q2 | $36.8M | Sell |
587,713
-1,606
| -0.3% | -$89.5K | 0.01% | 888 |
|
|
2018
Q1 | $32.1M | Buy |
589,319
+124,149
| +27% | +$7.01M | 0.01% | 911 |
|
|
2017
Q4 | $29.7M | Buy |
465,170
+452,420
| +3,548% | +$30.4M | 0.01% | 943 |
|
|
2017
Q3 | $896K | Hold |
12,750
| – | – | ﹤0.01% | 1914 |
|
|
2017
Q2 | $954K | Hold |
12,750
| – | – | ﹤0.01% | 1892 |
|
|
2017
Q1 | $903K | Sell |
12,750
-3,010
| -19% | -$203K | ﹤0.01% | 1945 |
|
|
2016
Q4 | $1.05M | Buy |
15,760
+1,065
| +7% | +$70.5K | ﹤0.01% | 1843 |
|
|
2016
Q3 | $1.1M | Sell |
14,695
-8,088
| -36% | -$619K | ﹤0.01% | 1818 |
|
|
2016
Q2 | $1.74M | Sell |
22,783
-120,625
| -84% | -$8.57M | ﹤0.01% | 1638 |
|
|
2016
Q1 | $9.94M | Sell |
143,408
-121,595
| -46% | -$7.84M | ﹤0.01% | 1143 |
|
|
2015
Q4 | $18M | Sell |
265,003
-93,676
| -26% | -$6.11M | ﹤0.01% | 992 |
|
|
2015
Q3 | $24.3M | Sell |
358,679
-513,887
| -59% | -$34.3M | 0.01% | 909 |
|
|
2015
Q2 | $57.3M | Sell |
872,566
-141,256
| -14% | -$10.1M | 0.01% | 678 |
|
|
2015
Q1 | $78.4M | Buy |
1,013,822
+710,319
| +234% | +$55.9M | 0.02% | 592 |
|
|
2014
Q4 | $23M | Sell |
303,503
-6,891
| -2% | -$492K | 0.01% | 998 |
|
|
2014
Q3 | $19.4M | Sell |
310,394
-53,553
| -15% | -$3.45M | 0.01% | 1030 |
|
|
2014
Q2 | $22.8M | Sell |
363,947
-64,286
| -15% | -$4.05M | 0.01% | 994 |
|
|
2014
Q1 | $25.5M | Sell |
428,233
-584
| -0.1% | -$33.4K | 0.01% | 953 |
|
|
2013
Q4 | $23M | Buy |
428,817
+45,405
| +12% | +$2.7M | 0.01% | 961 |
|
|
2013
Q3 | $23.9M | Buy |
383,412
+117,787
| +44% | +$7.49M | 0.01% | 927 |
|
|
2013
Q2 | $17.8M | Buy |
+265,625
| New | +$18.9M | 0.01% | 1017 |
|
Other funds holding WELL
VCM
VPM
Wellington Management Group's WELL Position: Q1 2026 in Review
Wellington Management Group reduced its Welltower (WELL) stake by 9.1% in Q1 2026, selling an estimated $337M and leaving 16,950,076 shares worth $3.35B. The position accounts for 0.63% of the portfolio, ranked #24.
Wellington Management Group first reported a position in WELL in Q2 2013 and has held it in 49 quarters since. The position peaked at $3.57B in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Wellington Management Group held 16,950,076 shares of Welltower worth $3.35B as of Q1 2026.
- Wellington Management Group sold 1,704,411 Welltower shares in Q1 2026, an estimated $337M.
- Welltower made up 0.63% of Wellington Management Group's portfolio in Q1 2026, its #24 holding.
- Wellington Management Group first reported a position in Welltower in Q2 2013 and has held it in 49 quarters since.
- Wellington Management Group's Welltower position peaked at $3.57B in Q3 2025.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.