Squarepoint’s Welltower WELL Stock Holding History

Squarepoint’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	$415K	Sell	2,100 -100	-5%	-$19.8K	﹤0.01%	3451
2025 Q4	$408K	Sell	2,200 -7,500	-77%	-$1.4M	﹤0.01%	3368
2025 Q3	$1.73M	Sell	9,700 -4,600	-32%	-$756K	﹤0.01%	2222
2025 Q2	$2.2M	Sell	14,300 -1,800	-11%	-$269K	﹤0.01%	2034
2025 Q1	$2.47M	Sell	16,100 -16,800	-51%	-$2.39M	﹤0.01%	1924
2024 Q4	$4.15M	Buy	+32,900	New	+$4.32M	﹤0.01%	1795
2024 Q2	–	Sell	-40,400	Closed	-$3.77M	–	4712
2024 Q1	$3.77M	Buy	40,400 +35,900	+798%	+$3.25M	0.01%	1656
2023 Q4	$406K	Buy	+4,500	New	+$390K	﹤0.01%	3164
2023 Q3	–	Sell	-4,200	Closed	-$340K	–	4305
2023 Q2	$340K	Buy	+4,200	New	+$324K	﹤0.01%	2889

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

Squarepoint's WELL Position: Q1 2026 in Review

Squarepoint increased its Welltower (WELL) stake by 77% in Q1 2026, buying an estimated $36.1M and bringing the position to 419,548 shares worth $82.9M. The position accounts for 0.1% of the portfolio, ranked #201.

Squarepoint first reported a position in WELL in Q2 2015 and has held it in 33 quarters since. The position peaked at $90.8M in Q3 2024. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Squarepoint held 419,548 shares of Welltower worth $82.9M as of Q1 2026.
Squarepoint bought 182,495 Welltower shares in Q1 2026, an estimated $36.1M.
Welltower made up 0.1% of Squarepoint's portfolio in Q1 2026, its #201 holding.
Squarepoint first reported a position in Welltower in Q2 2015 and has held it in 33 quarters since.
Squarepoint's Welltower position peaked at $90.8M in Q3 2024.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Squarepoint's 13F filing for Q1 2026, filed 15 May 2026.