Balyasny Asset Management
WELL icon

Balyasny Asset Management’s Welltower WELL Stock Holding History

Balyasny Asset 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
Q2 		$94.1M Sell
414,420
-61,356
-13% -$13M 0.12% 204
2026
Q1 		$94.1M Buy
475,776
+315,998
+198% +$62.4M 0.12% 177
2025
Q4 		$29.7M Sell
159,778
-217,770
-58% -$40.7M 0.04% 542
2025
Q3 		$67.3M Sell
377,548
-863,597
-70% -$142M 0.09% 272
2025
Q2 		$191M Buy
1,241,145
+877,725
+242% +$131M 0.29% 56
2025
Q1 		$55.7M Buy
363,420
+196,241
+117% +$28M 0.09% 270
2024
Q4 		$21.1M Buy
167,179
+153,869
+1,156% +$20.2M 0.03% 641
2024
Q3 		$1.7M Sell
13,310
-99,817
-88% -$11.6M ﹤0.01% 1740
2024
Q2 		$11.8M Buy
+113,127
New +$11.1M 0.02% 808
2020
Q3 		– Sell
-56,238
Closed -$3.09M – 1635
2020
Q2 		$2.91M Buy
56,238
+45,862
+442% +$2.25M 0.03% 645
2020
Q1 		$475K Buy
10,376
+2,198
+27% +$162K 0.01% 919
2019
Q4 		$669K Buy
+8,178
New +$700K ﹤0.01% 960
2019
Q2 		– Sell
-15,157
Closed -$1.18M – 1755
2019
Q1 		$1.18M Buy
+15,157
New +$1.14M 0.01% 968
2018
Q4 		– Sell
-25,916
Closed -$1.67M – 1797
2018
Q3 		$1.67M Buy
+25,916
New +$1.67M 0.01% 1037
2018
Q1 		– Sell
-155,630
Closed -$9.93M – 2346
2017
Q4 		$9.93M Sell
155,630
-93,323
-37% -$6.26M 0.03% 650
2017
Q3 		$17.5M Buy
248,953
+169,584
+214% +$12.3M 0.07% 354
2017
Q2 		$5.94M Sell
79,369
-5,113
-6% -$374K 0.02% 709
2017
Q1 		$5.98M Sell
84,482
-185,740
-69% -$12.5M 0.03% 651
2016
Q4 		$18.1M Buy
+270,222
New +$17.9M 0.1% 297
2016
Q2 		– Sell
-4,167
Closed -$289K – 1477
2016
Q1 		$289K Buy
+4,167
New +$269K ﹤0.01% 1018

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

Balyasny Asset Management's WELL Position: Q2 2026 in Review

Balyasny Asset Management reduced its Welltower (WELL) stake by 13% in Q2 2026, selling an estimated $13M and leaving 414,420 shares worth $94.1M. The position accounts for 0.12% of the portfolio, ranked #204.

Balyasny Asset Management first reported a position in WELL in Q1 2016 and has held it in 20 quarters since. The position peaked at $191M in Q2 2025. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Balyasny Asset Management held 414,420 shares of Welltower worth $94.1M as of Q2 2026.
  • Balyasny Asset Management sold 61,356 Welltower shares in Q2 2026, an estimated $13M.
  • Welltower made up 0.12% of Balyasny Asset Management's portfolio in Q2 2026, its #204 holding.
  • Balyasny Asset Management first reported a position in Welltower in Q1 2016 and has held it in 20 quarters since.
  • Balyasny Asset Management's Welltower position peaked at $191M in Q2 2025.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.