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
2025 Q2	–	Sell	-125,000	Closed	-$19.2M	–	212
2025 Q1	$19.2M	Buy	+125,000	New	+$17.8M	0.36%	53
2020 Q4	–	Sell	-125,000	Closed	-$6.89M	–	170
2020 Q3	$6.89M	Buy	+125,000	New	+$6.86M	0.11%	71
2020 Q2	–	Sell	-500,000	Closed	-$22.9M	–	130
2020 Q1	$22.9M	Buy	+500,000	New	+$36.9M	0.51%	36

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.