ZP
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Zimmer Partners’s Welltower WELL Stock Holding History

Zimmer Partners’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
Q2 		$255M Buy
1,123,925
+5,000
+0.4% +$1.06M 5.87% 1
2026
Q1 		$221M Buy
1,118,925
+2,200
+0.2% +$435K 5.33% 4
2025
Q4 		$207M Buy
1,116,725
+10,480
+0.9% +$1.96M 5.46% 2
2025
Q3 		$197M Sell
1,106,245
-141,500
-11% -$23.3M 4.26% 6
2025
Q2 		$192M Sell
1,247,745
-609,103
-33% -$91M 4.17% 6
2025
Q1 		$284M Sell
1,856,848
-1,472,946
-44% -$210M 5.37% 3
2024
Q4 		$420M Buy
3,329,794
+13,044
+0.4% +$1.71M 7.23% 1
2024
Q3 		$425M Hold
3,316,750
– – 7.75% 1
2024
Q2 		$346M Hold
3,316,750
– – 6.38% 1
2024
Q1 		$310M Buy
+3,316,750
New +$300M 6.62% 1
2023
Q3 		– Sell
-500,000
Closed -$40.4M – 154
2023
Q2 		$40.4M Sell
500,000
-275,000
-35% -$21.2M 0.95% 35
2023
Q1 		$55.6M Sell
775,000
-3,056,712
-80% -$222M 1.14% 30
2022
Q4 		$251M Sell
3,831,712
-168,288
-4% -$10.8M 5.05% 4
2022
Q3 		$257M Buy
4,000,000
+512,500
+15% +$40.1M 5.58% 2
2022
Q2 		$287M Sell
3,487,500
-37,500
-1% -$3.34M 5.98% 2
2022
Q1 		$339M Sell
3,525,000
-137,500
-4% -$11.9M 4.86% 1
2021
Q4 		$314M Buy
3,662,500
+131,823
+4% +$11M 4.69% 1
2021
Q3 		$291M Buy
3,530,677
+793,177
+29% +$68.2M 4.58% 2
2021
Q2 		$227M Buy
2,737,500
+1,637,500
+149% +$125M 3.06% 8
2021
Q1 		$78.8M Sell
1,100,000
-2,287,500
-68% -$154M 1.07% 30
2020
Q4 		$219M Sell
3,387,500
-612,500
-15% -$37.2M 3.21% 6
2020
Q3 		$220M Sell
4,000,000
-175,476
-4% -$9.64M 3.41% 6
2020
Q2 		$216M Buy
4,175,476
+1,175,476
+39% +$57.8M 2.93% 8
2020
Q1 		$137M Sell
3,000,000
-1,930,710
-39% -$142M 3.04% 14
2019
Q4 		$403M Buy
4,930,710
+2,544,423
+107% +$218M 5.58% 4
2019
Q3 		$216M Hold
2,386,287
– – 2.35% 13
2019
Q2 		$195M Sell
2,386,287
-1,648,712
-41% -$130M 2.06% 11
2019
Q1 		$313M Buy
+4,034,999
New +$303M 3.74% 5

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Zimmer Partners's WELL Position: Q2 2026 in Review

Zimmer Partners increased its Welltower (WELL) stake by 0.45% in Q2 2026, buying an estimated $1.06M and bringing the position to 1,123,925 shares worth $255M. The position accounts for 5.87% of the portfolio, ranked #1.

Zimmer Partners first reported a position in WELL in Q1 2019 and has held it in 28 quarters since. The position peaked at $425M in Q3 2024. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Zimmer Partners held 1,123,925 shares of Welltower worth $255M as of Q2 2026.
  • Zimmer Partners bought 5,000 Welltower shares in Q2 2026, an estimated $1.06M.
  • Welltower made up 5.87% of Zimmer Partners's portfolio in Q2 2026, its #1 holding.
  • Zimmer Partners first reported a position in Welltower in Q1 2019 and has held it in 28 quarters since.
  • Zimmer Partners's Welltower position peaked at $425M in Q3 2024.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.