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Brant Point Investment Management’s Welltower WELL Stock Holding History

Brant Point Investment 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 		$3.41M Sell
15,014
-9,500
-39% -$2.01M 0.42% 62
2026
Q1 		$4.85M Buy
24,514
+7,514
+44% +$1.48M 0.62% 43
2025
Q4 		$3.16M Buy
17,000
+7,000
+70% +$1.31M 0.38% 79
2025
Q3 		$1.78M Buy
+10,000
New +$1.64M 0.19% 98

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

Brant Point Investment Management's WELL Position: Q2 2026 in Review

Brant Point Investment Management reduced its Welltower (WELL) stake by 39% in Q2 2026, selling an estimated $2.01M and leaving 15,014 shares worth $3.41M. The position accounts for 0.42% of the portfolio, ranked #62.

Brant Point Investment Management first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.85M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Brant Point Investment Management held 15,014 shares of Welltower worth $3.41M as of Q2 2026.
  • Brant Point Investment Management sold 9,500 Welltower shares in Q2 2026, an estimated $2.01M.
  • Welltower made up 0.42% of Brant Point Investment Management's portfolio in Q2 2026, its #62 holding.
  • Brant Point Investment Management first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Brant Point Investment Management's Welltower position peaked at $4.85M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Brant Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.