PEAK6
WELL icon

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 		$297K Sell
1,500
-8,600
-85% -$1.7M ﹤0.01% 2155
2025
Q4 		$1.87M Buy
10,100
+6,200
+159% +$1.16M ﹤0.01% 1469
2025
Q3 		$695K Buy
3,900
+200
+5% +$32.9K ﹤0.01% 2007
2025
Q2 		$569K Buy
3,700
+2,800
+311% +$418K ﹤0.01% 2065
2025
Q1 		$138K Sell
900
-30,500
-97% -$4.35M ﹤0.01% 2541
2024
Q4 		$3.96M Buy
+31,400
New +$4.12M 0.01% 1037

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

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.