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Neo Ivy Capital Management’s Welltower WELL Stock Holding History

Neo Ivy 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
2026
Q1 		– Sell
-40,704
Closed -$7.56M – 513
2025
Q4 		$7.56M Buy
+40,704
New +$7.6M 1.19% 3
2022
Q4 		$31K Buy
+468
New +$30.1K 0.02% 289
2022
Q3 		– Sell
-271
Closed -$22K – 576
2022
Q2 		$22K Buy
+271
New +$24.1K 0.06% 298
2021
Q4 		– Sell
-355
Closed -$18K – 652
2021
Q3 		$18K Buy
+355
New +$30.5K 0.02% 395
2020
Q4 		– Sell
-468
Closed -$25K – 600
2020
Q3 		$25K Buy
468
+113
+32% +$6.21K 0.03% 404
2020
Q2 		$18K Buy
+355
New +$17.4K 0.02% 395

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Neo Ivy Capital Management's WELL Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Welltower (WELL) in Q1 2026, closing a stake of 40,704 shares — an estimated $7.56M sold.

Neo Ivy Capital Management first reported a position in WELL in Q2 2020 and held it in 6 quarters. The position peaked at $7.56M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 40,704 Welltower shares in Q1 2026, an estimated $7.56M.
  • Neo Ivy Capital Management first reported a position in Welltower in Q2 2020 and held it in 6 quarters.
  • Neo Ivy Capital Management's Welltower position peaked at $7.56M in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

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