AQR Capital Management
WELL icon

AQR Capital Management’s Welltower WELL Stock Holding History

AQR Capital Management’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 		$83.7M Sell
430,296
-46,453
-10% -$9.18M 0.04% 578
2025
Q4 		$88.5M Sell
476,749
-376,721
-44% -$70.4M 0.05% 508
2025
Q3 		$151M Buy
853,470
+416,920
+96% +$68.5M 0.1% 297
2025
Q2 		$66.3M Buy
436,550
+179,575
+70% +$26.8M 0.05% 467
2025
Q1 		$39.4M Buy
256,975
+11,121
+5% +$1.58M 0.04% 529
2024
Q4 		$30.9M Sell
245,854
-101,314
-29% -$13.3M 0.04% 518
2024
Q3 		$44.1M Buy
347,168
+211,123
+155% +$24.6M 0.06% 407
2024
Q2 		$14.1M Sell
136,045
-4,955
-4% -$486K 0.02% 666
2024
Q1 		$13.2M Buy
141,000
+39,965
+40% +$3.62M 0.02% 631
2023
Q4 		$9.11M Sell
101,035
-4,251
-4% -$369K 0.02% 735
2023
Q3 		$8.63M Buy
105,286
+8,106
+8% +$667K 0.02% 712
2023
Q2 		$7.85M Sell
97,180
-8,068
-8% -$622K 0.02% 731
2023
Q1 		$7.49M Sell
105,248
-14,084
-12% -$1.02M 0.02% 745
2022
Q4 		$7.82M Sell
119,332
-2,487
-2% -$160K 0.02% 725
2022
Q3 		$7.71M Sell
121,819
-54,303
-31% -$4.24M 0.02% 710
2022
Q2 		$14.5M Buy
176,122
+4,239
+2% +$377K 0.03% 581
2022
Q1 		$16.5M Sell
171,883
-1,264
-0.7% -$110K 0.03% 601
2021
Q4 		$14.9M Sell
173,147
-16,482
-9% -$1.37M 0.03% 582
2021
Q3 		$15.6M Buy
189,629
+8,173
+5% +$702K 0.03% 539
2021
Q2 		$15.1M Buy
181,456
+3,782
+2% +$290K 0.03% 580
2021
Q1 		$12.7M Sell
177,674
-14,003
-7% -$940K 0.02% 622
2020
Q4 		$12.2M Sell
191,677
-18,211
-9% -$1.11M 0.02% 572
2020
Q3 		$11.6M Sell
209,888
-91,795
-30% -$5.04M 0.02% 608
2020
Q2 		$15.4M Buy
301,683
+22,552
+8% +$1.11M 0.02% 542
2020
Q1 		$12.8M Sell
279,131
-59,030
-17% -$4.36M 0.02% 569
2019
Q4 		$27.7M Sell
338,161
-16,396
-5% -$1.4M 0.03% 512
2019
Q3 		$32.1M Sell
354,557
-3,700
-1% -$322K 0.04% 469
2019
Q2 		$29.2M Buy
358,257
+12,828
+4% +$1.01M 0.03% 501
2019
Q1 		$26.8M Buy
345,429
+102,859
+42% +$7.72M 0.03% 539
2018
Q4 		$16.8M Sell
242,570
-35,643
-13% -$2.42M 0.02% 587
2018
Q3 		$17.9M Sell
278,213
-11,481
-4% -$742K 0.02% 615
2018
Q2 		$18.2M Sell
289,694
-51,734
-15% -$2.88M 0.02% 610
2018
Q1 		$18.6M Sell
341,428
-256,815
-43% -$14.5M 0.02% 609
2017
Q4 		$38.1M Buy
598,243
+43,023
+8% +$2.89M 0.04% 457
2017
Q3 		$39M Buy
555,220
+27,373
+5% +$1.99M 0.05% 431
2017
Q2 		$39.5M Buy
527,847
+13,698
+3% +$1M 0.05% 444
2017
Q1 		$36.4M Sell
514,149
-10,707
-2% -$722K 0.05% 466
2016
Q4 		$35.1M Buy
524,856
+19,691
+4% +$1.3M 0.05% 472
2016
Q3 		$37.8M Buy
505,165
+11,232
+2% +$860K 0.06% 434
2016
Q2 		$37.6M Buy
493,933
+33,496
+7% +$2.38M 0.07% 396
2016
Q1 		$31.9M Buy
460,437
+50,688
+12% +$3.27M 0.06% 426
2015
Q4 		$27.9M Sell
409,749
-1,852
-0.4% -$121K 0.05% 474
2015
Q3 		$27.9M Sell
411,601
-30,964
-7% -$2.07M 0.06% 401
2015
Q2 		$29M Sell
442,565
-9,180
-2% -$658K 0.06% 375
2015
Q1 		$34.9M Buy
451,745
+1,900
+0.4% +$150K 0.08% 281
2014
Q4 		$34M Buy
449,845
+106,007
+31% +$7.57M 0.07% 335
2014
Q3 		$21.4M Sell
343,838
-81,258
-19% -$5.24M 0.06% 383
2014
Q2 		$26.6M Buy
425,096
+98,100
+30% +$6.17M 0.07% 344
2014
Q1 		$19.5M Buy
326,996
+18,700
+6% +$1.07M 0.06% 385
2013
Q4 		$16.5M Buy
308,296
+11,160
+4% +$664K 0.05% 448
2013
Q3 		$18.5M Buy
297,136
+13,240
+5% +$842K 0.07% 359
2013
Q2 		$19M Buy
+283,896
New +$20.2M 0.07% 358

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AQR Capital Management's WELL Position: Q1 2026 in Review

AQR Capital Management reduced its Welltower (WELL) stake by 9.7% in Q1 2026, selling an estimated $9.18M and leaving 430,296 shares worth $83.7M. The position accounts for 0.04% of the portfolio, ranked #578.

AQR Capital Management first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $151M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • AQR Capital Management held 430,296 shares of Welltower worth $83.7M as of Q1 2026.
  • AQR Capital Management sold 46,453 Welltower shares in Q1 2026, an estimated $9.18M.
  • Welltower made up 0.04% of AQR Capital Management's portfolio in Q1 2026, its #578 holding.
  • AQR Capital Management first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • AQR Capital Management's Welltower position peaked at $151M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.