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Elliott Investment Management’s Welltower WELL Stock Holding History

Elliott Investment Management’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
2020
Q4 		– Sell
-400,000
Closed -$22M – 62
2020
Q3 		$22M Sell
400,000
-3,156,800
-89% -$173M 0.23% 37
2020
Q2 		$184M Buy
+3,556,800
New +$175M 2% 11

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Elliott Investment Management's WELL Position: Q4 2020 in Review

Elliott Investment Management sold out of Welltower (WELL) in Q4 2020, closing a stake of 400,000 shares — an estimated $22M sold.

Elliott Investment Management first reported a position in WELL in Q2 2020 and held it in 2 quarters. The position peaked at $184M in Q2 2020. 740 funds tracked by Wall St. Rank hold WELL as of Q4 2020.

  • Elliott Investment Management reported no remaining Welltower position as of Q4 2020 after selling out during the quarter.
  • Elliott Investment Management sold 400,000 Welltower shares in Q4 2020, an estimated $22M.
  • Elliott Investment Management first reported a position in Welltower in Q2 2020 and held it in 2 quarters.
  • Elliott Investment Management's Welltower position peaked at $184M in Q2 2020.
  • 740 funds tracked by Wall St. Rank held Welltower as of Q4 2020.

Based on Elliott Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.