AlphaQuest’s Welltower WELL Stock Holding History

AlphaQuest’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	–	Sell	-5,267	Closed	-$978K	–	2078
2025 Q4	$978K	Sell	5,267 -4,886	-48%	-$913K	0.05%	450
2025 Q3	$1.81M	Buy	10,153 +1,442	+17%	+$237K	0.12%	214
2025 Q2	$1.34M	Buy	8,711 +2,810	+48%	+$420K	0.13%	200
2025 Q1	$904K	Buy	+5,901	New	+$841K	0.1%	310
2024 Q4	–	Sell	-2	Closed	-$256	–	2043
2024 Q3	$256	Sell	2 -2,909	-100%	-$339K	﹤0.01%	1795
2024 Q2	$303K	Sell	2,911 -4,112	-59%	-$403K	0.04%	631
2024 Q1	$656K	Buy	+7,023	New	+$636K	0.11%	301

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

AlphaQuest's WELL Position: Q1 2026 in Review

AlphaQuest sold out of Welltower (WELL) in Q1 2026, closing a stake of 5,267 shares — an estimated $978K sold.

AlphaQuest first reported a position in WELL in Q1 2024 and held it in 7 quarters. The position peaked at $1.81M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

AlphaQuest reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 5,267 Welltower shares in Q1 2026, an estimated $978K.
AlphaQuest first reported a position in Welltower in Q1 2024 and held it in 7 quarters.
AlphaQuest's Welltower position peaked at $1.81M in Q3 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.