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 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 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

Zimmer Partners's WELL Position: Q1 2026 in Review

Zimmer Partners increased its Welltower (WELL) stake by 0.2% in Q1 2026, buying an estimated $435K and bringing the position to 1,118,925 shares worth $221M. The position accounts for 5.33% of the portfolio, ranked #4.

Zimmer Partners first reported a position in WELL in Q1 2019 and has held it in 27 quarters since. The position peaked at $425M in Q3 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Zimmer Partners held 1,118,925 shares of Welltower worth $221M as of Q1 2026.
Zimmer Partners bought 2,200 Welltower shares in Q1 2026, an estimated $435K.
Welltower made up 5.33% of Zimmer Partners's portfolio in Q1 2026, its #4 holding.
Zimmer Partners first reported a position in Welltower in Q1 2019 and has held it in 27 quarters since.
Zimmer Partners's Welltower position peaked at $425M in Q3 2024.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.