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DRW Securities’s Welltower WELL Stock Holding History

DRW Securities’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 		$7.83M Buy
39,622
+38,272
+2,835% +$7.56M 0.11% 93
2025
Q4 		$251K Sell
1,350
-22,610
-94% -$4.22M 0.01% 787
2025
Q3 		$4.22M Buy
23,960
+14,807
+162% +$2.43M 0.08% 144
2025
Q2 		$1.4M Buy
9,153
+2,095
+30% +$313K 0.03% 245
2025
Q1 		$1.08M Buy
+7,058
New +$1.01M 0.03% 255
2023
Q4 		– Sell
-9,575
Closed -$784K – 461
2023
Q3 		$784K Buy
9,575
+3,561
+59% +$293K 0.02% 173
2023
Q2 		$486K Buy
6,014
+749
+14% +$57.7K 0.01% 210
2023
Q1 		$377K Buy
5,265
+74
+1% +$5.37K 0.01% 231
2022
Q4 		$340K Buy
5,191
+27
+0.5% +$1.74K 0.01% 187
2022
Q3 		$332K Buy
5,164
+2,017
+64% +$158K 0.01% 175
2022
Q2 		$259K Buy
+3,147
New +$280K 0.01% 207
2021
Q4 		– Sell
-3,281
Closed -$270K – 341
2021
Q3 		$270K Buy
+3,281
New +$282K 0.01% 201
2018
Q1 		– Sell
-5,184
Closed -$331K – 489
2017
Q4 		$331K Buy
+5,184
New +$348K 0.03% 298

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DRW Securities's WELL Position: Q1 2026 in Review

DRW Securities increased its Welltower (WELL) stake by 2,835% in Q1 2026, buying an estimated $7.56M and bringing the position to 39,622 shares worth $7.83M. The position accounts for 0.11% of the portfolio, ranked #93.

DRW Securities first reported a position in WELL in Q4 2017 and has held it in 13 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • DRW Securities held 39,622 shares of Welltower worth $7.83M as of Q1 2026.
  • DRW Securities bought 38,272 Welltower shares in Q1 2026, an estimated $7.56M.
  • Welltower made up 0.11% of DRW Securities's portfolio in Q1 2026, its #93 holding.
  • DRW Securities first reported a position in Welltower in Q4 2017 and has held it in 13 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on DRW Securities's 13F filing for Q1 2026, filed 13 May 2026.