JO
WELL icon

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 		$250K Sell
1,100
-1,500
-58% -$317K ﹤0.01% 4639
2026
Q1 		$514K Buy
+2,600
New +$514K ﹤0.01% 3729
2022
Q1 		– Sell
-10,000
Closed -$858K – 4442
2021
Q4 		$858K Buy
+10,000
New +$834K ﹤0.01% 2705
2021
Q1 		– Sell
-6,000
Closed -$388K – 4283
2020
Q4 		$388K Buy
+6,000
New +$364K ﹤0.01% 2674
2020
Q3 		– Sell
-8,600
Closed -$445K – 3611
2020
Q2 		$445K Sell
8,600
-1,400
-14% -$68.8K ﹤0.01% 2082
2020
Q1 		$458K Sell
10,000
-18,700
-65% -$1.38M ﹤0.01% 2003
2019
Q4 		$2.35M Buy
28,700
+7,800
+37% +$668K 0.01% 1460
2019
Q3 		$1.9M Buy
20,900
+11,700
+127% +$1.02M 0.01% 1485
2019
Q2 		$750K Buy
9,200
+700
+8% +$55K ﹤0.01% 2189
2019
Q1 		$660K Buy
8,500
+1,700
+25% +$128K ﹤0.01% 2087
2018
Q4 		$472K Sell
6,800
-17,200
-72% -$1.17M ﹤0.01% 2144
2018
Q3 		$1.54M Sell
24,000
-90,000
-79% -$5.81M ﹤0.01% 1662
2018
Q2 		$7.15M Buy
114,000
+89,100
+358% +$4.96M 0.02% 836
2018
Q1 		$1.35M Buy
24,900
+20,900
+523% +$1.18M ﹤0.01% 1801
2017
Q4 		$255K Sell
4,000
-23,300
-85% -$1.56M ﹤0.01% 2810
2017
Q3 		$1.92M Sell
27,300
-57,800
-68% -$4.2M 0.01% 1328
2017
Q2 		$6.37M Sell
85,100
-56,400
-40% -$4.12M 0.02% 734
2017
Q1 		$10M Sell
141,500
-2,200
-2% -$148K 0.03% 610
2016
Q4 		$9.62M Buy
143,700
+51,700
+56% +$3.42M 0.04% 549
2016
Q3 		$6.88M Buy
92,000
+79,100
+613% +$6.06M 0.02% 725
2016
Q2 		$983K Buy
12,900
+1,900
+17% +$135K ﹤0.01% 1757
2016
Q1 		$763K Sell
11,000
-15,000
-58% -$967K ﹤0.01% 1775
2015
Q4 		$1.77M Buy
26,000
+12,000
+86% +$783K 0.01% 1153
2015
Q3 		$948K Sell
14,000
-10,000
-42% -$668K ﹤0.01% 1232
2015
Q2 		$1.57M Buy
24,000
+15,000
+167% +$1.08M 0.01% 1351
2015
Q1 		$696K Buy
+9,000
New +$708K ﹤0.01% 1792

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.