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John Overdeck’s Welltower WELL Stock Holding History

John Overdeck’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 		$409K Sell
1,800
-100
-5% -$21.1K ﹤0.01% 4313
2026
Q1 		$376K Buy
+1,900
New +$375K ﹤0.01% 3917
2022
Q1 		– Sell
-6,400
Closed -$549K – 4441
2021
Q4 		$549K Buy
+6,400
New +$534K ﹤0.01% 3161
2021
Q2 		– Sell
-4,500
Closed -$322K – 4616
2021
Q1 		$322K Buy
+4,500
New +$302K ﹤0.01% 3274
2020
Q1 		– Sell
-15,900
Closed -$1.3M – 3891
2019
Q4 		$1.3M Sell
15,900
-6,400
-29% -$548K ﹤0.01% 1946
2019
Q3 		$2.02M Buy
22,300
+16,000
+254% +$1.39M 0.01% 1432
2019
Q2 		$514K Sell
6,300
-2,300
-27% -$181K ﹤0.01% 2480
2019
Q1 		$667K Buy
8,600
+5,700
+197% +$428K ﹤0.01% 2078
2018
Q4 		$201K Sell
2,900
-4,100
-59% -$279K ﹤0.01% 2708
2018
Q3 		$450K Sell
7,000
-70,900
-91% -$4.58M ﹤0.01% 2527
2018
Q2 		$4.88M Buy
77,900
+43,100
+124% +$2.4M 0.01% 1029
2018
Q1 		$1.89M Buy
+34,800
New +$1.96M 0.01% 1564
2017
Q4 		– Sell
-19,000
Closed -$1.33M – 3492
2017
Q3 		$1.33M Sell
19,000
-78,600
-81% -$5.72M ﹤0.01% 1550
2017
Q2 		$7.3M Sell
97,600
-21,400
-18% -$1.56M 0.03% 659
2017
Q1 		$8.43M Buy
119,000
+50,500
+74% +$3.41M 0.03% 686
2016
Q4 		$4.58M Buy
68,500
+21,700
+46% +$1.44M 0.02% 896
2016
Q3 		$3.5M Buy
46,800
+37,800
+420% +$2.89M 0.01% 1102
2016
Q2 		$686K Buy
9,000
+6,000
+200% +$426K ﹤0.01% 2025
2016
Q1 		$208K Sell
3,000
-5,000
-63% -$322K ﹤0.01% 2573
2015
Q4 		$544K Sell
8,000
-3,000
-27% -$196K ﹤0.01% 1908
2015
Q3 		$745K Buy
11,000
+2,000
+22% +$134K ﹤0.01% 1353
2015
Q2 		$591K Buy
9,000
+6,000
+200% +$430K ﹤0.01% 2006
2015
Q1 		$232K Buy
+3,000
New +$236K ﹤0.01% 2425

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 $3.37T AUM 44.26% 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

John Overdeck's WELL Position: Q2 2026 in Review

John Overdeck reduced its Welltower (WELL) stake by 81% in Q2 2026, selling an estimated $29.8M and leaving 33,799 shares worth $7.67M. The position accounts for 0.01% of the portfolio, ranked #1735.

John Overdeck first reported a position in WELL in Q4 2013 and has held it in 13 quarters since. The position peaked at $83.4M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • John Overdeck held 33,799 shares of Welltower worth $7.67M as of Q2 2026.
  • John Overdeck sold 141,152 Welltower shares in Q2 2026, an estimated $29.8M.
  • Welltower made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1735 holding.
  • John Overdeck first reported a position in Welltower in Q4 2013 and has held it in 13 quarters since.
  • John Overdeck's Welltower position peaked at $83.4M in Q4 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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