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Westpac Banking Corp’s Welltower WELL Stock Holding History

Westpac Banking Corp’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 		$13.7M Sell
69,410
-4,181
-6% -$826K 0.95% 13
2025
Q4 		$13.7M Sell
73,591
-2,400
-3% -$448K 0.86% 18
2025
Q3 		$13.5M Hold
75,991
– – 0.84% 18
2025
Q2 		$11.7M Sell
75,991
-8,820
-10% -$1.32M 0.78% 19
2025
Q1 		$13M Sell
84,811
-4,150
-5% -$591K 0.96% 15
2024
Q4 		$11.2M Sell
88,961
-13,769
-13% -$1.81M 0.74% 24
2024
Q3 		$13.2M Buy
102,730
+417
+0.4% +$48.7K 0.88% 15
2024
Q2 		$10.7M Buy
102,313
+4,120
+4% +$404K 0.85% 20
2024
Q1 		$9.18M Buy
98,193
+704
+0.7% +$63.7K 0.7% 26
2023
Q4 		$8.79M Buy
97,489
+2,943
+3% +$255K 0.72% 25
2023
Q3 		$7.75M Buy
94,546
+23,557
+33% +$1.94M 0.58% 37
2023
Q2 		$5.74M Sell
70,989
-303,925
-81% -$23.4M 0.41% 59
2023
Q1 		$26.9M Buy
374,914
+164,900
+79% +$12M 0.36% 56
2022
Q4 		$13.8M Sell
210,014
-58,604
-22% -$3.77M 0.2% 132
2022
Q3 		$17.3M Sell
268,618
-126,923
-32% -$9.92M 0.26% 96
2022
Q2 		$32.6M Buy
395,541
+152,674
+63% +$13.6M 0.42% 41
2022
Q1 		$23.3M Sell
242,867
-182,871
-43% -$15.9M 0.27% 90
2021
Q4 		$36.2M Buy
425,738
+82,919
+24% +$6.91M 0.38% 52
2021
Q3 		$28.2M Sell
342,819
-272,514
-44% -$23.4M 0.3% 76
2021
Q2 		$51.1M Sell
615,333
-42,346
-6% -$3.24M 0.51% 28
2021
Q1 		$47.1M Sell
657,679
-32,969
-5% -$2.21M 0.52% 29
2020
Q4 		$44.6M Buy
690,648
+72,127
+12% +$4.38M 0.51% 27
2020
Q3 		$34.1M Buy
618,521
+106,178
+21% +$5.83M 0.46% 40
2020
Q2 		$26.5M Buy
512,343
+196,162
+62% +$9.64M 0.4% 49
2020
Q1 		$14.5M Sell
316,181
-106,382
-25% -$7.85M 0.25% 107
2019
Q4 		$34.6M Buy
422,563
+108,641
+35% +$9.3M 0.44% 39
2019
Q3 		$28.5M Sell
313,922
-11,518
-4% -$1M 0.4% 56
2019
Q2 		$26.5M Sell
325,440
-181,336
-36% -$14.3M 0.41% 58
2019
Q1 		$39.3M Buy
506,776
+3,689
+0.7% +$277K 0.65% 26
2018
Q4 		$34.9M Sell
503,087
-54,126
-10% -$3.68M 0.6% 29
2018
Q3 		$35.8M Buy
557,213
+35,596
+7% +$2.3M 0.61% 24
2018
Q2 		$32.7M Buy
521,617
+38,284
+8% +$2.13M 0.63% 23
2018
Q1 		$26.3M Sell
483,333
-17,749
-4% -$1M 0.53% 37
2017
Q4 		$32M Sell
501,082
-31,303
-6% -$2.1M 0.73% 16
2017
Q3 		$37.4M Buy
532,385
+23,852
+5% +$1.73M 0.82% 14
2017
Q2 		$38.1M Sell
508,533
-158,101
-24% -$11.6M 0.84% 17
2017
Q1 		$47.2M Buy
666,634
+141,792
+27% +$9.57M 0.38% 63
2016
Q4 		$39.1M Sell
524,842
-1,781
-0.3% -$118K 0.37% 68
2016
Q3 		$39.4M Sell
526,623
-58,363
-10% -$4.47M 0.43% 50
2016
Q2 		$41.8M Sell
584,986
-159,555
-21% -$11.3M 0.46% 41
2016
Q1 		$51.6M Buy
744,541
+71,618
+11% +$4.62M 0.56% 38
2015
Q4 		$45.8M Buy
672,923
+133,654
+25% +$8.72M 0.51% 42
2015
Q3 		$36.5M Buy
539,269
+235,324
+77% +$15.7M 0.4% 53
2015
Q2 		$19.9M Sell
303,945
-4,786
-2% -$343K 0.2% 106
2015
Q1 		$27.2M Buy
308,731
+42,567
+16% +$3.35M 0.24% 90
2014
Q4 		$20.1M Sell
266,164
-9,425
-3% -$673K 0.19% 118
2014
Q3 		$17.2M Sell
275,589
-160,626
-37% -$10.4M 0.17% 143
2014
Q2 		$27.3M Sell
436,215
-71,425
-14% -$4.49M 0.26% 88
2014
Q1 		$30.3M Buy
507,640
+119,026
+31% +$6.8M 0.32% 69
2013
Q4 		$20.8M Sell
388,614
-139,301
-26% -$8.28M 0.24% 102
2013
Q3 		$32.9M Sell
527,915
-11,836
-2% -$753K 0.41% 49
2013
Q2 		$36.5M Buy
+539,751
New +$38.3M 0.56% 40

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

Westpac Banking Corp's WELL Position: Q1 2026 in Review

Westpac Banking Corp reduced its Welltower (WELL) stake by 5.7% in Q1 2026, selling an estimated $826K and leaving 69,410 shares worth $13.7M. The position accounts for 0.95% of the portfolio, ranked #13.

Westpac Banking Corp first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.6M in Q1 2016. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Westpac Banking Corp held 69,410 shares of Welltower worth $13.7M as of Q1 2026.
  • Westpac Banking Corp sold 4,181 Welltower shares in Q1 2026, an estimated $826K.
  • Welltower made up 0.95% of Westpac Banking Corp's portfolio in Q1 2026, its #13 holding.
  • Westpac Banking Corp first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • Westpac Banking Corp's Welltower position peaked at $51.6M in Q1 2016.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Westpac Banking Corp's 13F filing for Q1 2026, filed 12 May 2026.