Marshall Wace
WELL icon

Marshall Wace’s Welltower WELL Stock Holding History

Marshall Wace’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 		$112M Sell
491,600
-184,346
-27% -$39M 0.09% 179
2026
Q1 		$134M Buy
+675,946
New +$134M 0.13% 115
2025
Q4 		– Sell
-172,775
Closed -$30.8M – 3533
2025
Q3 		$30.8M Sell
172,775
-304,040
-64% -$50M 0.03% 484
2025
Q2 		$73.3M Sell
476,815
-291,664
-38% -$43.6M 0.08% 226
2025
Q1 		$118M Buy
768,479
+737,003
+2,341% +$105M 0.15% 116
2024
Q4 		$3.97M Sell
31,476
-823,887
-96% -$108M ﹤0.01% 1163
2024
Q3 		$110M Buy
855,363
+11,946
+1% +$1.39M 0.13% 130
2024
Q2 		$87.9M Sell
843,417
-1,325,928
-61% -$130M 0.12% 162
2024
Q1 		$203M Buy
2,169,345
+1,896,321
+695% +$172M 0.31% 53
2023
Q4 		$24.6M Buy
+273,024
New +$23.7M 0.04% 416
2023
Q1 		– Sell
-69,045
Closed -$4.53M – 3142
2022
Q4 		$4.53M Sell
69,045
-230,935
-77% -$14.8M 0.01% 1252
2022
Q3 		$19.3M Sell
299,980
-130,673
-30% -$10.2M 0.04% 478
2022
Q2 		$35.5M Buy
430,653
+406,553
+1,687% +$36.2M 0.07% 283
2022
Q1 		$2.32M Buy
+24,100
New +$2.09M ﹤0.01% 1964
2021
Q2 		– Sell
-72,868
Closed -$5.22M – 3140
2021
Q1 		$5.22M Buy
72,868
+69,755
+2,241% +$4.68M 0.02% 814
2020
Q4 		$201K Buy
+3,113
New +$189K ﹤0.01% 1749
2020
Q3 		– Sell
-161,303
Closed -$8.35M – 1959
2020
Q2 		$8.35M Buy
161,303
+160,219
+14,780% +$7.87M 0.06% 335
2020
Q1 		$50K Buy
+1,084
New +$80K ﹤0.01% 1436
2019
Q2 		– Sell
-13,629
Closed -$1.06M – 1888
2019
Q1 		$1.06M Buy
+13,629
New +$1.02M 0.01% 909

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

Marshall Wace's WELL Position: Q2 2026 in Review

Marshall Wace reduced its Welltower (WELL) stake by 27% in Q2 2026, selling an estimated $39M and leaving 491,600 shares worth $112M. The position accounts for 0.09% of the portfolio, ranked #179.

Marshall Wace first reported a position in WELL in Q1 2019 and has held it in 19 quarters since. The position peaked at $203M in Q1 2024. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Marshall Wace held 491,600 shares of Welltower worth $112M as of Q2 2026.
  • Marshall Wace sold 184,346 Welltower shares in Q2 2026, an estimated $39M.
  • Welltower made up 0.09% of Marshall Wace's portfolio in Q2 2026, its #179 holding.
  • Marshall Wace first reported a position in Welltower in Q1 2019 and has held it in 19 quarters since.
  • Marshall Wace's Welltower position peaked at $203M in Q1 2024.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.