Wells Fargo
WELL icon

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
2025
Q3 		– Sell
-200,000
Closed -$30.7M – 7428
2025
Q2 		$30.7M Buy
+200,000
New +$29.9M 0.01% 1123
2016
Q3 		– Sell
-300
Closed -$1K – 6370
2016
Q2 		$1K Buy
+300
New +$21.3K ﹤0.01% 6029

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

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.