William Blair & Company’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 | $5.99M | Buy |
30,320
+379
| +1% | +$74.9K | 0.02% | 466 |
|
|
2025
Q4 | $5.56M | Sell |
29,941
-1,837
| -6% | -$343K | 0.01% | 486 |
|
|
2025
Q3 | $5.66M | Buy |
31,778
+175
| +0.6% | +$28.8K | 0.02% | 492 |
|
|
2025
Q2 | $4.86M | Buy |
31,603
+555
| +2% | +$82.9K | 0.01% | 500 |
|
|
2025
Q1 | $4.76M | Buy |
31,048
+1,834
| +6% | +$261K | 0.01% | 496 |
|
|
2024
Q4 | $3.68M | Sell |
29,214
-185
| -0.6% | -$24.3K | 0.01% | 567 |
|
|
2024
Q3 | $3.76M | Sell |
29,399
-187
| -0.6% | -$21.8K | 0.01% | 566 |
|
|
2024
Q2 | $3.08M | Buy |
29,586
+10
| +0% | +$980 | 0.01% | 589 |
|
|
2024
Q1 | $2.76M | Sell |
29,576
-1,428
| -5% | -$129K | 0.01% | 607 |
|
|
2023
Q4 | $2.8M | Buy |
31,004
+918
| +3% | +$79.6K | 0.01% | 592 |
|
|
2023
Q3 | $2.46M | Buy |
30,086
+1,472
| +5% | +$121K | 0.01% | 605 |
|
|
2023
Q2 | $2.31M | Sell |
28,614
-58
| -0.2% | -$4.47K | 0.01% | 634 |
|
|
2023
Q1 | $2.06M | Buy |
28,672
+164
| +0.6% | +$11.9K | 0.01% | 648 |
|
|
2022
Q4 | $1.87M | Buy |
28,508
+2,006
| +8% | +$129K | 0.01% | 650 |
|
|
2022
Q3 | $1.71M | Buy |
26,502
+162
| +0.6% | +$12.7K | 0.01% | 656 |
|
|
2022
Q2 | $2.17M | Buy |
26,340
+226
| +0.9% | +$20.1K | 0.01% | 618 |
|
|
2022
Q1 | $2.51M | Sell |
26,114
-300
| -1% | -$26.1K | 0.01% | 638 |
|
|
2021
Q4 | $2.27M | Sell |
26,414
-361
| -1% | -$30.1K | 0.01% | 697 |
|
|
2021
Q3 | $2.21M | Buy |
26,775
+697
| +3% | +$59.9K | 0.01% | 682 |
|
|
2021
Q2 | $2.17M | Sell |
26,078
-8,139
| -24% | -$623K | 0.01% | 688 |
|
|
2021
Q1 | $2.45M | Sell |
34,217
-2,193
| -6% | -$147K | 0.01% | 626 |
|
|
2020
Q4 | $2.35M | Sell |
36,410
-4,934
| -12% | -$299K | 0.01% | 608 |
|
|
2020
Q3 | $2.28M | Buy |
41,344
+14,862
| +56% | +$816K | 0.01% | 558 |
|
|
2020
Q2 | $1.37M | Sell |
26,482
-9,102
| -26% | -$447K | 0.01% | 649 |
|
|
2020
Q1 | $1.63M | Sell |
35,584
-1,570
| -4% | -$116K | 0.01% | 559 |
|
|
2019
Q4 | $3.04M | Sell |
37,154
-17,112
| -32% | -$1.47M | 0.02% | 511 |
|
|
2019
Q3 | $4.92M | Sell |
54,266
-700
| -1% | -$60.9K | 0.03% | 377 |
|
|
2019
Q2 | $4.48M | Buy |
54,966
+1,410
| +3% | +$111K | 0.03% | 397 |
|
|
2019
Q1 | $4.16M | Buy |
53,556
+1,265
| +2% | +$94.9K | 0.03% | 401 |
|
|
2018
Q4 | $3.63M | Buy |
52,291
+269
| +0.5% | +$18.3K | 0.03% | 394 |
|
|
2018
Q3 | $3.35M | Sell |
52,022
-898
| -2% | -$58K | 0.02% | 453 |
|
|
2018
Q2 | $3.32M | Buy |
52,920
+4,340
| +9% | +$242K | 0.02% | 452 |
|
|
2018
Q1 | $2.64M | Sell |
48,580
-725
| -1% | -$40.9K | 0.02% | 493 |
|
|
2017
Q4 | $3.14M | Buy |
49,305
+23,392
| +90% | +$1.57M | 0.02% | 462 |
|
|
2017
Q3 | $1.82M | Sell |
25,913
-17,049
| -40% | -$1.24M | 0.01% | 578 |
|
|
2017
Q2 | $3.22M | Buy |
42,962
+3,237
| +8% | +$237K | 0.02% | 451 |
|
|
2017
Q1 | $2.81M | Sell |
39,725
-708
| -2% | -$47.8K | 0.02% | 458 |
|
|
2016
Q4 | $2.71M | Buy |
40,433
+2,512
| +7% | +$166K | 0.02% | 428 |
|
|
2016
Q3 | $2.83M | Sell |
37,921
-1,164
| -3% | -$89.1K | 0.03% | 413 |
|
|
2016
Q2 | $2.98M | Sell |
39,085
-4,053
| -9% | -$288K | 0.03% | 393 |
|
|
2016
Q1 | $2.99M | Buy |
43,138
+3,912
| +10% | +$252K | 0.03% | 367 |
|
|
2015
Q4 | $2.67M | Buy |
39,226
+9,634
| +33% | +$629K | 0.03% | 406 |
|
|
2015
Q3 | $2M | Sell |
29,592
-3,904
| -12% | -$261K | 0.02% | 528 |
|
|
2015
Q2 | $2.2M | Buy |
33,496
+1,070
| +3% | +$76.7K | ﹤0.01% | 1316 |
|
|
2015
Q1 | $2.51M | Buy |
32,426
+536
| +2% | +$42.2K | ﹤0.01% | 1241 |
|
|
2014
Q4 | $2.41M | Sell |
31,890
-1,522
| -5% | -$109K | ﹤0.01% | 1239 |
|
|
2014
Q3 | $2.08M | Sell |
33,412
-300
| -0.9% | -$19.3K | ﹤0.01% | 1246 |
|
|
2014
Q2 | $2.11M | Buy |
33,712
+740
| +2% | +$46.6K | ﹤0.01% | 1223 |
|
|
2014
Q1 | $1.97M | Buy |
32,972
+3,877
| +13% | +$222K | ﹤0.01% | 1206 |
|
|
2013
Q4 | $1.56M | Sell |
29,095
-1,815
| -6% | -$108K | ﹤0.01% | 1250 |
|
|
2013
Q3 | $1.93M | Sell |
30,910
-671
| -2% | -$42.7K | ﹤0.01% | 1152 |
|
|
2013
Q2 | $2.12M | Buy |
+31,581
| New | +$2.24M | ﹤0.01% | 1064 |
|
Other funds holding WELL
VCM
VPM
William Blair & Company's WELL Position: Q1 2026 in Review
William Blair & Company increased its Welltower (WELL) stake by 1.3% in Q1 2026, buying an estimated $74.9K and bringing the position to 30,320 shares worth $5.99M. The position accounts for 0.02% of the portfolio, ranked #466.
William Blair & Company first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- William Blair & Company held 30,320 shares of Welltower worth $5.99M as of Q1 2026.
- William Blair & Company bought 379 Welltower shares in Q1 2026, an estimated $74.9K.
- Welltower made up 0.02% of William Blair & Company's portfolio in Q1 2026, its #466 holding.
- William Blair & Company first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
- 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.