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	–	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 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.