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
2020
Q4 		– Sell
-220,000
Closed -$12.1M – 1744
2020
Q3 		$12.1M Buy
220,000
+190,000
+633% +$10.4M 0.09% 333
2020
Q2 		$1.55M Buy
+30,000
New +$1.47M 0.01% 757

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.