Holocene Advisors’s Welltower WELL Stock Holding History

Holocene Advisors’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	$217M	Buy	958,107 +514,342	+116%	+$109M	0.49%	53
2026 Q1	$87.7M	Buy	+443,765	New	+$87.7M	0.21%	123
2025 Q2	–	Sell	-205,000	Closed	-$31.4M	–	894
2025 Q1	$31.4M	Buy	+205,000	New	+$29.2M	0.09%	208
2022 Q4	–	Sell	-28,070	Closed	-$1.8M	–	930
2022 Q3	$1.8M	Buy	+28,070	New	+$2.19M	0.01%	450
2018 Q2	–	Sell	-20,570	Closed	-$1.12M	–	752
2018 Q1	$1.12M	Buy	20,570 +13,593	+195%	+$767K	0.03%	80
2017 Q4	$445K	Buy	+6,977	New	+$468K	0.01%	445

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

Holocene Advisors's WELL Position: Q2 2026 in Review

Holocene Advisors increased its Welltower (WELL) stake by 116% in Q2 2026, buying an estimated $109M and bringing the position to 958,107 shares worth $217M. The position accounts for 0.49% of the portfolio, ranked #53.

Holocene Advisors first reported a position in WELL in Q4 2017 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Holocene Advisors held 958,107 shares of Welltower worth $217M as of Q2 2026.
Holocene Advisors bought 514,342 Welltower shares in Q2 2026, an estimated $109M.
Welltower made up 0.49% of Holocene Advisors's portfolio in Q2 2026, its #53 holding.
Holocene Advisors first reported a position in Welltower in Q4 2017 and has held it in 6 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.