Millennium Management’s Welltower WELL Stock Holding History

Millennium 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
2026 Q1	$989K	Sell	5,000 -13,700	-73%	-$2.71M	﹤0.01%	4403
2025 Q4	$3.47M	Sell	18,700 -31,300	-63%	-$5.85M	﹤0.01%	3410
2025 Q3	$8.91M	Buy	50,000 +40,000	+400%	+$6.57M	﹤0.01%	2503
2025 Q2	$1.54M	Hold	10,000	–	–	﹤0.01%	4103
2025 Q1	$1.53M	Sell	10,000 -3,400	-25%	-$484K	﹤0.01%	4026
2024 Q4	$1.69M	Sell	13,400 -64,900	-83%	-$8.52M	﹤0.01%	3776
2024 Q3	$10M	Sell	78,300 -60,100	-43%	-$7.01M	﹤0.01%	2180
2024 Q2	$14.4M	Buy	138,400 +121,900	+739%	+$11.9M	0.01%	1773
2024 Q1	$1.54M	Sell	16,500 -44,200	-73%	-$4M	﹤0.01%	3952
2023 Q4	$5.47M	Buy	60,700 +3,400	+6%	+$295K	﹤0.01%	2712
2023 Q3	$4.69M	Sell	57,300 -9,200	-14%	-$757K	﹤0.01%	2749
2023 Q2	$5.38M	Buy	66,500 +16,100	+32%	+$1.24M	﹤0.01%	2616
2023 Q1	$3.61M	Buy	50,400 +31,800	+171%	+$2.31M	﹤0.01%	2905
2022 Q4	$1.22M	Sell	18,600 -97,000	-84%	-$6.24M	﹤0.01%	3968
2022 Q3	$7.43M	Buy	115,600 +13,000	+13%	+$1.02M	﹤0.01%	2502
2022 Q2	$8.45M	Buy	+102,600	New	+$9.13M	0.01%	2251
2021 Q4	–	Sell	-63,000	Closed	-$5.19M	–	7444
2021 Q3	$5.19M	Buy	+63,000	New	+$5.41M	﹤0.01%	2819
2021 Q2	–	Sell	-14,600	Closed	-$1.05M	–	7171
2021 Q1	$1.05M	Buy	+14,600	New	+$980K	﹤0.01%	4177
2014 Q4	–	Sell	-30,800	Closed	-$1.92M	–	4309
2014 Q3	$1.92M	Buy	+30,800	New	+$1.99M	﹤0.01%	1894

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management's WELL Position: Q1 2026 in Review

Millennium Management increased its Welltower (WELL) stake by 858% in Q1 2026, buying an estimated $73.2M and bringing the position to 413,769 shares worth $81.8M. The position accounts for 0.03% of the portfolio, ranked #543.

Millennium Management first reported a position in WELL in Q4 2013 and has held it in 42 quarters since. The position peaked at $128M in Q4 2024. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Millennium Management held 413,769 shares of Welltower worth $81.8M as of Q1 2026.
Millennium Management bought 370,557 Welltower shares in Q1 2026, an estimated $73.2M.
Welltower made up 0.03% of Millennium Management's portfolio in Q1 2026, its #543 holding.
Millennium Management first reported a position in Welltower in Q4 2013 and has held it in 42 quarters since.
Millennium Management's Welltower position peaked at $128M in Q4 2024.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.