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Schonfeld Strategic Advisors’s Welltower WELL Stock Holding History

Schonfeld Strategic Advisors’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 		$1.93M Buy
+9,748
New +$1.93M 0.01% 836
2025
Q4 		– Sell
-165,668
Closed -$29.5M – 2641
2025
Q3 		$29.5M Buy
165,668
+118,860
+254% +$19.5M 0.17% 108
2025
Q2 		$7.2M Buy
46,808
+14,442
+45% +$2.16M 0.05% 445
2025
Q1 		$4.96M Sell
32,366
-105,767
-77% -$15.1M 0.03% 527
2024
Q4 		$17.4M Buy
138,133
+107,776
+355% +$14.1M 0.1% 176
2024
Q3 		$3.89M Buy
30,357
+19,651
+184% +$2.29M 0.03% 628
2024
Q2 		$1.12M Sell
10,706
-48,394
-82% -$4.74M 0.01% 1158
2024
Q1 		$5.52M Buy
59,100
+55,740
+1,659% +$5.05M 0.04% 606
2023
Q4 		$303K Buy
+3,360
New +$292K ﹤0.01% 1429
2023
Q2 		– Sell
-237,581
Closed -$17M – 2538
2023
Q1 		$17M Sell
237,581
-202,347
-46% -$14.7M 0.16% 180
2022
Q4 		$28.8M Buy
439,928
+180,733
+70% +$11.6M 0.24% 107
2022
Q3 		$16.7M Buy
259,195
+144,014
+125% +$11.3M 0.14% 206
2022
Q2 		$9.48M Buy
115,181
+38,098
+49% +$3.39M 0.09% 283
2022
Q1 		$7.41M Buy
+77,083
New +$6.69M 0.07% 333
2020
Q2 		– Sell
-18,042
Closed -$826K – 1581
2020
Q1 		$826K Buy
+18,042
New +$1.33M 0.05% 425
2019
Q4 		– Sell
-2,431
Closed -$220K – 1507
2019
Q3 		$220K Buy
+2,431
New +$212K 0.01% 884
2019
Q2 		– Sell
-7,800
Closed -$605K – 1270
2019
Q1 		$605K Buy
+7,800
New +$585K 0.02% 639
2018
Q1 		– Sell
-7,845
Closed -$500K – 988
2017
Q4 		$500K Buy
+7,845
New +$527K 0.04% 460

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

Schonfeld Strategic Advisors's WELL Position: Q1 2026 in Review

Schonfeld Strategic Advisors opened a new position in Welltower (WELL) in Q1 2026: 9,748 shares worth $1.93M. The stake represents 0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Schonfeld Strategic Advisors previously reported a position in WELL as recently as Q3 2025.

Schonfeld Strategic Advisors first reported a position in WELL in Q4 2017 and has held it in 18 quarters since. The position peaked at $29.5M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Schonfeld Strategic Advisors held 9,748 shares of Welltower worth $1.93M as of Q1 2026.
  • Welltower was a new Schonfeld Strategic Advisors position in Q1 2026.
  • Welltower made up 0.01% of Schonfeld Strategic Advisors's portfolio in Q1 2026, its #836 holding.
  • Schonfeld Strategic Advisors first reported a position in Welltower in Q4 2017 and has held it in 18 quarters since.
  • Schonfeld Strategic Advisors's Welltower position peaked at $29.5M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.