Squarepoint
WELL icon

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
Q2 		$2.09M Buy
+9,200
New +$1.94M ﹤0.01% 2312
2026
Q1 		– Sell
-75,400
Closed -$14M – 5061
2025
Q4 		$14M Buy
75,400
+2,000
+3% +$374K 0.01% 916
2025
Q3 		$13.1M Sell
73,400
-1,300
-2% -$214K 0.01% 950
2025
Q2 		$11.5M Sell
74,700
-6,200
-8% -$927K 0.01% 1004
2025
Q1 		$12.4M Buy
80,900
+6,600
+9% +$940K 0.02% 926
2024
Q4 		$9.36M Buy
+74,300
New +$9.75M 0.01% 1199
2024
Q3 		– Sell
-3,800
Closed -$396K – 4761
2024
Q2 		$396K Sell
3,800
-300
-7% -$29.4K ﹤0.01% 3248
2024
Q1 		$383K Sell
4,100
-400
-9% -$36.2K ﹤0.01% 3227
2023
Q4 		$406K Buy
+4,500
New +$390K ﹤0.01% 3165
2023
Q3 		– Sell
-3,100
Closed -$251K – 4306
2023
Q2 		$251K Buy
+3,100
New +$239K ﹤0.01% 3079

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Squarepoint's WELL Position: Q2 2026 in Review

Squarepoint reduced its Welltower (WELL) stake by 45% in Q2 2026, selling an estimated $40M and leaving 230,444 shares worth $52.3M. The position accounts for 0.06% of the portfolio, ranked #321.

Squarepoint first reported a position in WELL in Q2 2015 and has held it in 34 quarters since. The position peaked at $90.8M in Q3 2024. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Squarepoint held 230,444 shares of Welltower worth $52.3M as of Q2 2026.
  • Squarepoint sold 189,104 Welltower shares in Q2 2026, an estimated $40M.
  • Welltower made up 0.06% of Squarepoint's portfolio in Q2 2026, its #321 holding.
  • Squarepoint first reported a position in Welltower in Q2 2015 and has held it in 34 quarters since.
  • Squarepoint's Welltower position peaked at $90.8M in Q3 2024.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.