D.E. Shaw & Co’s Welltower WELL Stock Holding History

D.E. Shaw & Co’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	$14.8M	Sell	75,000 -22,400	-23%	-$4.43M	0.01%	1345
2025 Q4	$18.1M	Buy	97,400 +74,600	+327%	+$13.9M	0.01%	1313
2025 Q3	$4.06M	Sell	22,800 -11,800	-34%	-$1.94M	﹤0.01%	2398
2025 Q2	$5.32M	Sell	34,600 -6,600	-16%	-$986K	﹤0.01%	1991
2025 Q1	$6.31M	Buy	41,200 +19,600	+91%	+$2.79M	0.01%	1730
2024 Q4	$2.72M	Buy	21,600 +11,600	+116%	+$1.52M	﹤0.01%	2484
2024 Q3	$1.28M	Buy	+10,000	New	+$1.17M	﹤0.01%	3085
2024 Q1	–	Sell	-10,000	Closed	-$902K	–	4789
2023 Q4	$902K	Sell	10,000 -70,800	-88%	-$6.14M	﹤0.01%	3204
2023 Q3	$6.62M	Buy	80,800 +70,800	+708%	+$5.82M	0.01%	1586
2023 Q2	$809K	Hold	10,000	–	–	﹤0.01%	3201
2023 Q1	$717K	Hold	10,000	–	–	﹤0.01%	3373
2022 Q4	$656K	Hold	10,000	–	–	﹤0.01%	3708
2022 Q3	$643K	Hold	10,000	–	–	﹤0.01%	3884
2022 Q2	$824K	Hold	10,000	–	–	﹤0.01%	3762
2022 Q1	$961K	Sell	10,000 -9,900	-50%	-$860K	﹤0.01%	3952
2021 Q4	$1.71M	Hold	19,900	–	–	﹤0.01%	3499
2021 Q3	$1.64M	Sell	19,900 -47,700	-71%	-$4.1M	﹤0.01%	3203
2021 Q2	$5.62M	Buy	67,600 +7,900	+13%	+$605K	﹤0.01%	1939
2021 Q1	$4.28M	Buy	59,700 +49,700	+497%	+$3.34M	﹤0.01%	1969
2020 Q4	$646K	Hold	10,000	–	–	﹤0.01%	3268
2020 Q3	$551K	Sell	10,000 -35,200	-78%	-$1.93M	﹤0.01%	3179
2020 Q2	$2.34M	Sell	45,200 -21,500	-32%	-$1.06M	﹤0.01%	2287
2020 Q1	$3.05M	Buy	66,700 +46,700	+234%	+$3.45M	﹤0.01%	1843
2019 Q4	$1.64M	Sell	20,000 -58,800	-75%	-$5.03M	﹤0.01%	2640
2019 Q3	$7.14M	Buy	78,800 +48,800	+163%	+$4.25M	0.01%	1392
2019 Q2	$2.45M	Hold	30,000	–	–	﹤0.01%	2108
2019 Q1	$2.33M	Buy	30,000 +25,000	+500%	+$1.88M	﹤0.01%	2050
2018 Q4	$347K	Buy	+5,000	New	+$340K	﹤0.01%	3280
2017 Q1	–	Sell	-10,000	Closed	-$669K	–	3633
2016 Q4	$669K	Hold	10,000	–	–	﹤0.01%	2702
2016 Q3	$748K	Hold	10,000	–	–	﹤0.01%	2576
2016 Q2	$762K	Hold	10,000	–	–	﹤0.01%	2573
2016 Q1	$693K	Sell	10,000 -20,000	-67%	-$1.29M	﹤0.01%	2581
2015 Q4	$2.04M	Hold	30,000	–	–	﹤0.01%	2106
2015 Q3	$2.03M	Hold	30,000	–	–	﹤0.01%	2086
2015 Q2	$1.97M	Sell	30,000 -10,000	-25%	-$717K	﹤0.01%	2226
2015 Q1	$3.09M	Buy	+40,000	New	+$3.15M	﹤0.01%	1714
2014 Q4	–	Sell	-20,000	Closed	-$1.25M	–	4286
2014 Q3	$1.25M	Hold	20,000	–	–	﹤0.01%	2626
2014 Q2	$1.25M	Buy	+20,000	New	+$1.26M	﹤0.01%	2726
2014 Q1	–	Sell	-142,600	Closed	-$7.64M	–	4659
2013 Q4	$7.64M	Hold	142,600	–	–	0.01%	1341
2013 Q3	$8.89M	Sell	142,600 -13,000	-8%	-$827K	0.01%	1105
2013 Q2	$10.4M	Buy	+155,600	New	+$11.1M	0.02%	840

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

D.E. Shaw & Co's WELL Position: Q1 2026 in Review

D.E. Shaw & Co increased its Welltower (WELL) stake by 91% in Q1 2026, buying an estimated $196M and bringing the position to 2,079,154 shares worth $411M. The position accounts for 0.25% of the portfolio, ranked #73.

D.E. Shaw & Co first reported a position in WELL in Q2 2013 and has held it in 51 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

D.E. Shaw & Co held 2,079,154 shares of Welltower worth $411M as of Q1 2026.
D.E. Shaw & Co bought 989,530 Welltower shares in Q1 2026, an estimated $196M.
Welltower made up 0.25% of D.E. Shaw & Co's portfolio in Q1 2026, its #73 holding.
D.E. Shaw & Co first reported a position in Welltower in Q2 2013 and has held it in 51 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.