ZP
WELL icon

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
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. 1,596 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.
  • 1,596 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.