David Shaw’s Welltower WELL Stock Holding History

David Shaw’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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

David Shaw's WELL Position: Q2 2026 in Review

David Shaw reduced its Welltower (WELL) stake by 55% in Q2 2026, selling an estimated $243M and leaving 928,983 shares worth $211M. The position accounts for 0.1% of the portfolio, ranked #210.

David Shaw first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $411M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

David Shaw held 928,983 shares of Welltower worth $211M as of Q2 2026.
David Shaw sold 1,150,171 Welltower shares in Q2 2026, an estimated $243M.
Welltower made up 0.1% of David Shaw's portfolio in Q2 2026, its #210 holding.
David Shaw first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
David Shaw's Welltower position peaked at $411M in Q1 2026.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.