SS
WELL icon

Steve Schonfeld’s Welltower WELL Stock Holding History

Steve Schonfeld’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 		$4.37M Buy
19,257
+9,509
+98% +$2.01M 0.02% 695
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 $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

Steve Schonfeld's WELL Position: Q2 2026 in Review

Steve Schonfeld increased its Welltower (WELL) stake by 98% in Q2 2026, buying an estimated $2.01M and bringing the position to 19,257 shares worth $4.37M. The position accounts for 0.02% of the portfolio, ranked #695.

Steve Schonfeld first reported a position in WELL in Q4 2017 and has held it in 19 quarters since. The position peaked at $29.5M in Q3 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Steve Schonfeld held 19,257 shares of Welltower worth $4.37M as of Q2 2026.
  • Steve Schonfeld bought 9,509 Welltower shares in Q2 2026, an estimated $2.01M.
  • Welltower made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #695 holding.
  • Steve Schonfeld first reported a position in Welltower in Q4 2017 and has held it in 19 quarters since.
  • Steve Schonfeld's Welltower position peaked at $29.5M in Q3 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.