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 Q2	$681K	Sell	3,000 -4,500	-60%	-$951K	﹤0.01%	4570
2026 Q1	$1.48M	Sell	7,500 -6,300	-46%	-$1.25M	﹤0.01%	4116
2025 Q4	$2.56M	Buy	13,800 +3,800	+38%	+$710K	﹤0.01%	3726
2025 Q3	$1.78M	Hold	10,000	–	–	﹤0.01%	4168
2025 Q2	$1.54M	Hold	10,000	–	–	﹤0.01%	4104
2025 Q1	$1.53M	Buy	+10,000	New	+$1.42M	﹤0.01%	4027
2024 Q2	–	Sell	-47,900	Closed	-$4.48M	–	6610
2024 Q1	$4.48M	Sell	47,900 -41,300	-46%	-$3.74M	﹤0.01%	2978
2023 Q4	$8.04M	Buy	89,200 +5,600	+7%	+$486K	﹤0.01%	2377
2023 Q3	$6.85M	Sell	83,600 -12,000	-13%	-$987K	﹤0.01%	2414
2023 Q2	$7.73M	Sell	95,600 -88,600	-48%	-$6.83M	﹤0.01%	2274
2023 Q1	$13.2M	Buy	184,200 +149,400	+429%	+$10.8M	0.01%	1696
2022 Q4	$2.28M	Sell	34,800 -161,200	-82%	-$10.4M	﹤0.01%	3461
2022 Q3	$12.6M	Hold	196,000	–	–	0.01%	1863
2022 Q2	$16.1M	Buy	+196,000	New	+$17.4M	0.01%	1497
2021 Q3	–	Sell	-7,100	Closed	-$590K	–	7309
2021 Q2	$590K	Sell	7,100 -15,200	-68%	-$1.16M	﹤0.01%	5148
2021 Q1	$1.6M	Buy	+22,300	New	+$1.5M	﹤0.01%	3752
2014 Q4	–	Sell	-33,700	Closed	-$2.1M	–	4310
2014 Q3	$2.1M	Buy	33,700 +30,400	+921%	+$1.96M	0.01%	1832
2014 Q2	$207K	Buy	+3,300	New	+$208K	﹤0.01%	3109
2013 Q4	–	Sell	-4,500	Closed	-$281K	–	3821
2013 Q3	$281K	Buy	+4,500	New	+$286K	﹤0.01%	2905

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Millennium Management's WELL Position: Q2 2026 in Review

Millennium Management increased its Welltower (WELL) stake by 33% in Q2 2026, buying an estimated $28.7M and bringing the position to 549,529 shares worth $125M. The position accounts for 0.05% of the portfolio, ranked #426.

Millennium Management first reported a position in WELL in Q4 2013 and has held it in 43 quarters since. The position peaked at $128M in Q4 2024. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Millennium Management held 549,529 shares of Welltower worth $125M as of Q2 2026.
Millennium Management bought 135,760 Welltower shares in Q2 2026, an estimated $28.7M.
Welltower made up 0.05% of Millennium Management's portfolio in Q2 2026, its #426 holding.
Millennium Management first reported a position in Welltower in Q4 2013 and has held it in 43 quarters since.
Millennium Management's Welltower position peaked at $128M in Q4 2024.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.