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 Q1	$593K	Buy	+3,000	New	+$593K	0.01%	290
2025 Q4	–	Sell	-5,700	Closed	-$1.02M	–	315
2025 Q3	$1.02M	Sell	5,700 -2,100	-27%	-$345K	0.01%	205
2025 Q2	$1.2M	Buy	7,800 +6,000	+333%	+$897K	0.03%	151
2025 Q1	$276K	Buy	+1,800	New	+$256K	﹤0.01%	180
2024 Q3	–	Sell	-12,500	Closed	-$1.3M	–	203
2024 Q2	$1.3M	Sell	12,500 -3,500	-22%	-$343K	0.01%	125
2024 Q1	$1.5M	Sell	16,000 -11,500	-42%	-$1.04M	0.01%	136
2023 Q4	$2.48M	Buy	27,500 +6,300	+30%	+$547K	0.01%	152
2023 Q3	$1.74M	Buy	+21,200	New	+$1.74M	0.01%	166

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

HBK Investments's WELL Position: Q1 2026 in Review

HBK Investments opened a new position in Welltower (WELL) in Q1 2026: 62,515 shares worth $12.4M. The stake represents 0.13% of the portfolio and ranks #78 among its holdings. This is a return to the name: HBK Investments previously reported a position in WELL as recently as Q2 2025.

HBK Investments first reported a position in WELL in Q4 2017 and has held it in 8 quarters since. The position peaked at $23.6M in Q2 2024. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

HBK Investments held 62,515 shares of Welltower worth $12.4M as of Q1 2026.
Welltower was a new HBK Investments position in Q1 2026.
Welltower made up 0.13% of HBK Investments's portfolio in Q1 2026, its #78 holding.
HBK Investments first reported a position in Welltower in Q4 2017 and has held it in 8 quarters since.
HBK Investments's Welltower position peaked at $23.6M in Q2 2024.
1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on HBK Investments's 13F filing for Q1 2026, filed 15 May 2026.