Zurich Insurance Group’s Welltower WELL Stock Holding History

Zurich Insurance Group’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	$26.5M	Sell	133,957 -67,237	-33%	-$13.3M	0.21%	127
2025 Q4	$37.3M	Buy	201,194 +37,469	+23%	+$7M	0.26%	101
2025 Q3	$29.2M	Sell	163,725 -162,442	-50%	-$26.7M	0.21%	105
2025 Q2	$50.1M	Sell	326,167 -296,413	-48%	-$44.3M	0.39%	69
2025 Q1	$95.4M	Buy	+622,580	New	+$88.7M	0.77%	41
2019 Q4	–	Sell	-68,123	Closed	-$6.17M	–	482
2019 Q3	$6.17M	Sell	68,123 -27,689	-29%	-$2.41M	0.12%	207
2019 Q2	$7.81M	Sell	95,812 -179,185	-65%	-$14.1M	0.15%	187
2019 Q1	$21.3M	Buy	274,997 +272,500	+10,913%	+$20.4M	0.46%	56
2018 Q4	$173K	Buy	+2,497	New	+$170K	﹤0.01%	405
2018 Q1	–	Sell	-45,909	Closed	-$2.93M	–	587
2017 Q4	$2.93M	Buy	45,909 +5,634	+14%	+$378K	0.07%	345
2017 Q3	$2.83M	Sell	40,275 -18,473	-31%	-$1.34M	0.08%	291
2017 Q2	$4.4M	Sell	58,748 -25,167	-30%	-$1.84M	0.12%	200
2017 Q1	$5.94M	Buy	83,915 +8,884	+12%	+$599K	0.17%	139
2016 Q4	$5.02M	Buy	75,031 +28,370	+61%	+$1.88M	0.16%	166
2016 Q3	$3.49M	Sell	46,661 -20,081	-30%	-$1.54M	0.12%	211
2016 Q2	$5.08M	Buy	+66,742	New	+$4.74M	0.18%	149

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

Zurich Insurance Group's WELL Position: Q1 2026 in Review

Zurich Insurance Group reduced its Welltower (WELL) stake by 33% in Q1 2026, selling an estimated $13.3M and leaving 133,957 shares worth $26.5M. The position accounts for 0.21% of the portfolio, ranked #127.

Zurich Insurance Group first reported a position in WELL in Q2 2016 and has held it in 16 quarters since. The position peaked at $95.4M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Zurich Insurance Group held 133,957 shares of Welltower worth $26.5M as of Q1 2026.
Zurich Insurance Group sold 67,237 Welltower shares in Q1 2026, an estimated $13.3M.
Welltower made up 0.21% of Zurich Insurance Group's portfolio in Q1 2026, its #127 holding.
Zurich Insurance Group first reported a position in Welltower in Q2 2016 and has held it in 16 quarters since.
Zurich Insurance Group's Welltower position peaked at $95.4M in Q1 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.