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
2023 Q2	–	Sell	-74,200	Closed	-$5.32M	–	4595
2023 Q1	$5.32M	Sell	74,200 -84,900	-53%	-$6.16M	0.01%	1879
2022 Q4	$10.4M	Buy	159,100 +34,200	+27%	+$2.2M	0.01%	1388
2022 Q3	$8.03M	Buy	124,900 +96,400	+338%	+$7.54M	0.01%	1558
2022 Q2	$2.35M	Buy	+28,500	New	+$2.54M	﹤0.01%	2936
2020 Q4	–	Sell	-10,000	Closed	-$551K	–	4192
2020 Q3	$551K	Hold	10,000	–	–	﹤0.01%	3180
2020 Q2	$518K	Hold	10,000	–	–	﹤0.01%	3345
2020 Q1	$458K	Sell	10,000 -67,400	-87%	-$4.97M	﹤0.01%	3249
2019 Q4	$6.33M	Buy	+77,400	New	+$6.63M	0.01%	1547
2019 Q3	–	Sell	-9,500	Closed	-$775K	–	4040
2019 Q2	$775K	Buy	+9,500	New	+$747K	﹤0.01%	2830
2015 Q1	–	Sell	-10,000	Closed	-$757K	–	4064
2014 Q4	$757K	Hold	10,000	–	–	﹤0.01%	3033
2014 Q3	$624K	Hold	10,000	–	–	﹤0.01%	3174
2014 Q2	$627K	Hold	10,000	–	–	﹤0.01%	3335
2014 Q1	$596K	Buy	10,000 +2,100	+27%	+$120K	﹤0.01%	3447
2013 Q4	$423K	Sell	7,900 -29,300	-79%	-$1.74M	﹤0.01%	3824
2013 Q3	$2.32M	Sell	37,200 -23,000	-38%	-$1.46M	﹤0.01%	2287
2013 Q2	$4.04M	Buy	+60,200	New	+$4.28M	0.01%	1512

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.