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
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 $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

Balyasny Asset Management's WELL Position: Q1 2026 in Review

Balyasny Asset Management increased its Welltower (WELL) stake by 198% in Q1 2026, buying an estimated $62.4M and bringing the position to 475,776 shares worth $94.1M. The position accounts for 0.12% of the portfolio, ranked #177.

Balyasny Asset Management first reported a position in WELL in Q1 2016 and has held it in 19 quarters since. The position peaked at $191M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Balyasny Asset Management held 475,776 shares of Welltower worth $94.1M as of Q1 2026.
  • Balyasny Asset Management bought 315,998 Welltower shares in Q1 2026, an estimated $62.4M.
  • Welltower made up 0.12% of Balyasny Asset Management's portfolio in Q1 2026, its #177 holding.
  • Balyasny Asset Management first reported a position in Welltower in Q1 2016 and has held it in 19 quarters since.
  • Balyasny Asset Management's Welltower position peaked at $191M in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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