Wells Fargo’s Welltower WELL Stock Holding History

Wells Fargo’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
2022 Q1	–	Sell	-200	Closed	-$17K	–	7912
2021 Q4	$17K	Buy	+200	New	+$16.7K	﹤0.01%	6386
2017 Q4	–	Sell	-218,200	Closed	-$11K	–	6559
2017 Q3	$11K	Buy	+218,200	New	+$15.9M	﹤0.01%	5860
2015 Q3	–	Sell	-239,600	Closed	-$68K	–	6483
2015 Q2	$68K	Buy	+239,600	New	+$17.2M	﹤0.01%	5220
2014 Q4	–	Sell	-44,200	Closed	-$39K	–	6441
2014 Q3	$39K	Buy	+44,200	New	+$2.85M	﹤0.01%	5024

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

Wells Fargo's WELL Position: Q1 2026 in Review

Wells Fargo increased its Welltower (WELL) stake by 16% in Q1 2026, buying an estimated $39.1M and bringing the position to 1,462,697 shares worth $289M. The position accounts for 0.05% of the portfolio, ranked #289.

Wells Fargo first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $562M in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Wells Fargo held 1,462,697 shares of Welltower worth $289M as of Q1 2026.
Wells Fargo bought 197,819 Welltower shares in Q1 2026, an estimated $39.1M.
Welltower made up 0.05% of Wells Fargo's portfolio in Q1 2026, its #289 holding.
Wells Fargo first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Welltower position peaked at $562M in Q3 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.