Parallax Volatility Advisers
WELL icon

Parallax Volatility Advisers’s Welltower WELL Stock Holding History

Parallax Volatility Advisers’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
-1,900
Closed -$353K – 1872
2025
Q4 		$353K Buy
+1,900
New +$355K ﹤0.01% 1285
2024
Q1 		– Sell
-2,400
Closed -$216K – 2418
2023
Q4 		$216K Sell
2,400
-2,000
-45% -$174K ﹤0.01% 1764
2023
Q3 		$360K Sell
4,400
-1,400
-24% -$115K ﹤0.01% 1692
2023
Q2 		$469K Sell
5,800
-100
-2% -$7.7K ﹤0.01% 1660
2023
Q1 		$423K Sell
5,900
-133,800
-96% -$9.71M ﹤0.01% 1785
2022
Q4 		$9.16M Buy
139,700
+78,900
+130% +$5.07M 0.01% 802
2022
Q3 		$3.91M Buy
60,800
+28,800
+90% +$2.25M 0.01% 1121
2022
Q2 		$2.63M Buy
32,000
+8,700
+37% +$774K ﹤0.01% 1240
2022
Q1 		$2.24M Sell
23,300
-3,800
-14% -$330K ﹤0.01% 1323
2021
Q4 		$2.33M Sell
27,100
-2,400
-8% -$200K ﹤0.01% 1037
2021
Q3 		$2.43M Buy
29,500
+25,600
+656% +$2.2M ﹤0.01% 1077
2021
Q2 		$324K Sell
3,900
-8,900
-70% -$681K ﹤0.01% 1230
2021
Q1 		$913K Sell
12,800
-19,600
-60% -$1.32M ﹤0.01% 853
2020
Q4 		$2.09M Sell
32,400
-6,900
-18% -$419K ﹤0.01% 1235
2020
Q3 		$2.17M Sell
39,300
-17,700
-31% -$972K ﹤0.01% 1666
2020
Q2 		$2.95M Buy
57,000
+50,400
+764% +$2.48M ﹤0.01% 1311
2020
Q1 		$304K Buy
6,600
+4,400
+200% +$325K ﹤0.01% 1882
2019
Q4 		$180K Buy
+2,200
New +$188K ﹤0.01% 2027
2018
Q1 		– Sell
-51,500
Closed -$3.28M – 4398
2017
Q4 		$3.28M Buy
51,500
+51,300
+25,650% +$3.44M ﹤0.01% 750
2017
Q3 		$14K Hold
200
– – ﹤0.01% 1727
2017
Q2 		$15K Sell
200
-14,000
-99% -$1.02M ﹤0.01% 1952
2017
Q1 		$1M Buy
14,200
+8,100
+133% +$547K ﹤0.01% 1152
2016
Q4 		$409K Sell
6,100
-11,100
-65% -$735K ﹤0.01% 1592
2016
Q3 		$1.29M Buy
17,200
+1,700
+11% +$130K ﹤0.01% 1156
2016
Q2 		$1.18M Sell
15,500
-44,300
-74% -$3.15M ﹤0.01% 1136
2016
Q1 		$4.15M Buy
59,800
+41,100
+220% +$2.65M 0.01% 634
2015
Q4 		$1.27M Sell
18,700
-35,300
-65% -$2.3M ﹤0.01% 1186
2015
Q3 		$3.66M Buy
54,000
+50,000
+1,250% +$3.34M 0.01% 780
2015
Q2 		$263K Sell
4,000
-2,000
-33% -$143K ﹤0.01% 1880
2015
Q1 		$463K Sell
6,000
-34,600
-85% -$2.72M ﹤0.01% 1589
2014
Q4 		$3.07M Sell
40,600
-100,000
-71% -$7.14M 0.01% 893
2014
Q3 		$8.77M Buy
140,600
+46,000
+49% +$2.97M 0.03% 507
2014
Q2 		$5.93M Buy
94,600
+86,700
+1,097% +$5.46M 0.02% 438
2014
Q1 		$472K Buy
7,900
+7,500
+1,875% +$429K ﹤0.01% 1049
2013
Q4 		$21K Sell
400
-2,800
-88% -$167K ﹤0.01% 2687
2013
Q3 		$199K Sell
3,200
-600
-16% -$38.2K ﹤0.01% 1110
2013
Q2 		$255K Buy
+3,800
New +$270K ﹤0.01% 969

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

Parallax Volatility Advisers's WELL Position: Q1 2026 in Review

Parallax Volatility Advisers increased its Welltower (WELL) stake by 54% in Q1 2026, buying an estimated $668K and bringing the position to 9,625 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #787.

Parallax Volatility Advisers first reported a position in WELL in Q2 2014 and has held it in 27 quarters since. The position peaked at $3.18M in Q3 2014. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Parallax Volatility Advisers held 9,625 shares of Welltower worth $1.99M as of Q1 2026.
  • Parallax Volatility Advisers bought 3,378 Welltower shares in Q1 2026, an estimated $668K.
  • Welltower made up 0.01% of Parallax Volatility Advisers's portfolio in Q1 2026, its #787 holding.
  • Parallax Volatility Advisers first reported a position in Welltower in Q2 2014 and has held it in 27 quarters since.
  • Parallax Volatility Advisers's Welltower position peaked at $3.18M in Q3 2014.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Parallax Volatility Advisers's 13F filing for Q1 2026, filed 15 May 2026.