PEAK6’s Welltower WELL Stock Holding History

PEAK6’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	-13,226	Closed	-$2.61M	–	3372
2025 Q4	$2.45M	Sell	13,226 -2,949	-18%	-$551K	﹤0.01%	1326
2025 Q3	$2.88M	Buy	16,175 +14,028	+653%	+$2.31M	﹤0.01%	1309
2025 Q2	$330K	Sell	2,147 -37,013	-95%	-$5.53M	﹤0.01%	2288
2025 Q1	$6M	Buy	+39,160	New	+$5.58M	0.01%	829

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

PEAK6's WELL Position: Q1 2026 in Review

PEAK6 sold out of Welltower (WELL) in Q1 2026, closing a stake of 13,226 shares — an estimated $2.61M sold.

PEAK6 first reported a position in WELL in Q1 2025 and held it in 4 quarters. The position peaked at $6M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

PEAK6 reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
PEAK6 sold 13,226 Welltower shares in Q1 2026, an estimated $2.61M.
PEAK6 first reported a position in Welltower in Q1 2025 and held it in 4 quarters.
PEAK6's Welltower position peaked at $6M in Q1 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on PEAK6's 13F filing for Q1 2026, filed 14 May 2026.