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 Q2	$92.5M	Buy	407,737 +273,780	+204%	+$57.9M	0.64%	33
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Zurich Insurance Group's WELL Position: Q2 2026 in Review

Zurich Insurance Group increased its Welltower (WELL) stake by 204% in Q2 2026, buying an estimated $57.9M and bringing the position to 407,737 shares worth $92.5M. The position accounts for 0.64% of the portfolio, ranked #33.

Zurich Insurance Group first reported a position in WELL in Q2 2016 and has held it in 17 quarters since. The position peaked at $95.4M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Zurich Insurance Group held 407,737 shares of Welltower worth $92.5M as of Q2 2026.
Zurich Insurance Group bought 273,780 Welltower shares in Q2 2026, an estimated $57.9M.
Welltower made up 0.64% of Zurich Insurance Group's portfolio in Q2 2026, its #33 holding.
Zurich Insurance Group first reported a position in Welltower in Q2 2016 and has held it in 17 quarters since.
Zurich Insurance Group's Welltower position peaked at $95.4M in Q1 2025.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Zurich Insurance Group's 13F filing for Q2 2026, filed 14 Aug 2026.