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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
2026
Q2 		$204K Buy
+900
New +$190K ﹤0.01% 3535
2026
Q1 		– Sell
-2,300
Closed -$427K – 4586
2025
Q4 		$427K Sell
2,300
-7,700
-77% -$1.44M ﹤0.01% 3317
2025
Q3 		$1.78M Buy
10,000
+9,600
+2,400% +$1.58M ﹤0.01% 1489
2025
Q2 		$61.5K Buy
+400
New +$59.8K ﹤0.01% 2094

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.