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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
-4,000
Closed -$791K – 388
2026
Q1 		$791K Buy
+4,000
New +$790K 0.01% 277
2025
Q4 		– Sell
-5,700
Closed -$1.02M – 316
2025
Q3 		$1.02M Sell
5,700
-2,100
-27% -$345K 0.01% 207
2025
Q2 		$1.2M Buy
7,800
+6,000
+333% +$897K 0.02% 165
2025
Q1 		$276K Buy
+1,800
New +$256K ﹤0.01% 181
2024
Q3 		– Sell
-12,500
Closed -$1.3M – 205
2024
Q2 		$1.3M Sell
12,500
-3,500
-22% -$343K 0.01% 126
2024
Q1 		$1.5M Sell
16,000
-6,500
-29% -$589K 0.01% 137
2023
Q4 		$2.03M Buy
22,500
+1,300
+6% +$113K 0.01% 158
2023
Q3 		$1.74M Buy
+21,200
New +$1.74M 0.01% 167

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
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. 1,600 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.
  • 1,600 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.