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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
2023
Q1 		– Sell
-50,000
Closed -$96.3K – 2700
2022
Q4 		$96.3K Buy
+50,000
New +$3.21M ﹤0.01% 2192

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.