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Laurion Capital Management’s Welltower WELL Stock Holding History

Laurion Capital Management’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
2017
Q3 		– Sell
-70,700
Closed -$5.29M – 1927
2017
Q2 		$5.29M Buy
+70,700
New +$5.17M 0.03% 489
2015
Q3 		– Sell
-125,000
Closed -$8.2M – 924
2015
Q2 		$8.2M Buy
+125,000
New +$8.96M 0.08% 228

Other funds holding WELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Laurion Capital Management's WELL Position: Q2 2022 in Review

Laurion Capital Management sold out of Welltower (WELL) in Q2 2022, closing a stake of 5,109 shares — an estimated $491K sold.

Laurion Capital Management first reported a position in WELL in Q1 2016 and held it in 7 quarters. The position peaked at $50.5M in Q1 2016. 817 funds tracked by Wall St. Rank hold WELL as of Q2 2022.

  • Laurion Capital Management reported no remaining Welltower position as of Q2 2022 after selling out during the quarter.
  • Laurion Capital Management sold 5,109 Welltower shares in Q2 2022, an estimated $491K.
  • Laurion Capital Management first reported a position in Welltower in Q1 2016 and held it in 7 quarters.
  • Laurion Capital Management's Welltower position peaked at $50.5M in Q1 2016.
  • 817 funds tracked by Wall St. Rank held Welltower as of Q2 2022.

Based on Laurion Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.