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Steven Cohen’s Welltower WELL Stock Holding History

Steven Cohen’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
2025
Q4 		– Sell
-29,998
Closed -$5.6M – 4200
2025
Q3 		$5.34M Sell
29,998
-101,268
-77% -$16.6M 0.01% 1044
2025
Q2 		$20.2M Sell
131,266
-15,757
-11% -$2.35M 0.04% 493
2025
Q1 		$22.5M Buy
147,023
+83,964
+133% +$12M 0.05% 420
2024
Q4 		$7.95M Sell
63,059
-40,476
-39% -$5.31M 0.02% 775
2024
Q3 		$13.3M Buy
103,535
+90,211
+677% +$10.5M 0.03% 551
2024
Q2 		$1.39M Buy
+13,324
New +$1.31M ﹤0.01% 1191
2023
Q1 		– Sell
-321,200
Closed -$21.1M – 2572
2022
Q4 		$21.1M Buy
321,200
+320,900
+106,967% +$20.6M 0.07% 330
2022
Q3 		$19K Sell
300
-166,800
-100% -$13M ﹤0.01% 1330
2022
Q2 		$13.8M Buy
+167,100
New +$14.9M 0.06% 416
2020
Q1 		– Sell
-38,100
Closed -$3.12M – 1111
2019
Q4 		$3.12M Sell
38,100
-21,200
-36% -$1.82M 0.02% 568
2019
Q3 		$5.38M Sell
59,300
-105,503
-64% -$9.18M 0.03% 442
2019
Q2 		$13.4M Buy
164,803
+95,810
+139% +$7.53M 0.07% 329
2019
Q1 		$5.35M Buy
+68,993
New +$5.18M 0.02% 544
2017
Q1 		– Sell
-95,200
Closed -$6.37M – 983
2016
Q4 		$6.37M Buy
95,200
+23,800
+33% +$1.58M 0.04% 403
2016
Q3 		$5.34M Buy
+71,400
New +$5.47M 0.04% 407
2016
Q2 		– Sell
-56,800
Closed -$3.94M – 896
2016
Q1 		$3.94M Buy
56,800
+2,900
+5% +$187K 0.03% 465
2015
Q4 		$3.67M Sell
53,900
-101,300
-65% -$6.61M 0.03% 461
2015
Q3 		$10.5M Buy
+155,200
New +$10.4M 0.08% 293

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

Steven Cohen's WELL Position: Q4 2025 in Review

Steven Cohen sold out of Welltower (WELL) in Q4 2025, closing a stake of 29,998 shares — an estimated $5.6M sold.

Steven Cohen first reported a position in WELL in Q3 2015 and held it in 18 quarters. The position peaked at $22.5M in Q1 2025. 1,435 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

  • Steven Cohen reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
  • Steven Cohen sold 29,998 Welltower shares in Q4 2025, an estimated $5.6M.
  • Steven Cohen first reported a position in Welltower in Q3 2015 and held it in 18 quarters.
  • Steven Cohen's Welltower position peaked at $22.5M in Q1 2025.
  • 1,435 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Point72 Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.