HBK Investments’s Welltower WELL Stock Holding History

HBK Investments’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 Q2	–	Sell	-62,515	Closed	-$12.4M	–	387
2026 Q1	$12.4M	Buy	+62,515	New	+$12.4M	0.13%	78
2025 Q3	–	Sell	-9,244	Closed	-$1.52M	–	290
2025 Q2	$1.42M	Buy	+9,244	New	+$1.38M	0.02%	159
2024 Q4	–	Sell	-2,824	Closed	-$362K	–	218
2024 Q3	$362K	Sell	2,824 -223,347	-99%	-$26.1M	﹤0.01%	165
2024 Q2	$23.6M	Buy	226,171 +35,339	+19%	+$3.46M	0.1%	45
2024 Q1	$17.8M	Buy	190,832 +19,458	+11%	+$1.76M	0.08%	52
2023 Q4	$15.5M	Buy	171,374 +51,410	+43%	+$4.46M	0.07%	69
2023 Q3	$9.83M	Buy	+119,964	New	+$9.87M	0.05%	78
2018 Q1	–	Sell	-10,456	Closed	-$667K	–	1156
2017 Q4	$667K	Buy	+10,456	New	+$702K	0.01%	688

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

HBK Investments's WELL Position: Q2 2026 in Review

HBK Investments sold out of Welltower (WELL) in Q2 2026, closing a stake of 62,515 shares — an estimated $12.4M sold.

HBK Investments first reported a position in WELL in Q4 2017 and held it in 8 quarters. The position peaked at $23.6M in Q2 2024. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

HBK Investments reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
HBK Investments sold 62,515 Welltower shares in Q2 2026, an estimated $12.4M.
HBK Investments first reported a position in Welltower in Q4 2017 and held it in 8 quarters.
HBK Investments's Welltower position peaked at $23.6M in Q2 2024.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HBK Investments's 13F filing for Q2 2026, filed 14 Aug 2026.