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Dmitry Balyasny’s Welltower WELL Stock Holding History

Dmitry Balyasny’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
2021
Q1 		– Sell
-110,000
Closed -$7.11M – 2108
2020
Q4 		$7.11M Buy
+110,000
New +$6.68M 0.04% 543
2015
Q2 		– Sell
-50,000
Closed -$3.87M – 1344
2015
Q1 		$3.87M Buy
+50,000
New +$3.94M 0.03% 516

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

Dmitry Balyasny's WELL Position: Q2 2026 in Review

Dmitry Balyasny reduced its Welltower (WELL) stake by 13% in Q2 2026, selling an estimated $13M and leaving 414,420 shares worth $94.1M. The position accounts for 0.12% of the portfolio, ranked #204.

Dmitry Balyasny first reported a position in WELL in Q1 2016 and has held it in 20 quarters since. The position peaked at $191M in Q2 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dmitry Balyasny held 414,420 shares of Welltower worth $94.1M as of Q2 2026.
  • Dmitry Balyasny sold 61,356 Welltower shares in Q2 2026, an estimated $13M.
  • Welltower made up 0.12% of Dmitry Balyasny's portfolio in Q2 2026, its #204 holding.
  • Dmitry Balyasny first reported a position in Welltower in Q1 2016 and has held it in 20 quarters since.
  • Dmitry Balyasny's Welltower position peaked at $191M in Q2 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.