Easterly Investment Partners’s Welltower WELL Stock Holding History

Easterly Investment Partners’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	$9.28M	Sell	47,345 -45,058	-49%	-$8.9M	0.71%	37
2025 Q4	$17.2M	Buy	92,403 +59,967	+185%	+$11.2M	1.05%	16
2025 Q3	$5.78M	Sell	32,436 -99,360	-75%	-$16.3M	0.39%	72
2025 Q2	$20.3M	Buy	+131,796	New	+$19.7M	1.45%	10
2025 Q1	–	Sell	-114,716	Closed	-$14.5M	–	213
2024 Q4	$14.5M	Buy	114,716 +101,704	+782%	+$13.3M	1.14%	18
2024 Q3	$1.67M	Buy	+13,012	New	+$1.52M	0.13%	133

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

Easterly Investment Partners's WELL Position: Q1 2026 in Review

Easterly Investment Partners reduced its Welltower (WELL) stake by 49% in Q1 2026, selling an estimated $8.9M and leaving 47,345 shares worth $9.28M. The position accounts for 0.71% of the portfolio, ranked #37.

Easterly Investment Partners first reported a position in WELL in Q3 2024 and has held it in 6 quarters since. The position peaked at $20.3M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Easterly Investment Partners held 47,345 shares of Welltower worth $9.28M as of Q1 2026.
Easterly Investment Partners sold 45,058 Welltower shares in Q1 2026, an estimated $8.9M.
Welltower made up 0.71% of Easterly Investment Partners's portfolio in Q1 2026, its #37 holding.
Easterly Investment Partners first reported a position in Welltower in Q3 2024 and has held it in 6 quarters since.
Easterly Investment Partners's Welltower position peaked at $20.3M in Q2 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.