TwinBeech Capital’s Welltower WELL Stock Holding History

TwinBeech Capital’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	-19,000	Closed	-$3.53M	–	857
2025 Q4	$3.53M	Buy	+19,000	New	+$3.55M	0.25%	123
2025 Q3	–	Sell	-9,983	Closed	-$1.53M	–	879
2025 Q2	$1.53M	Sell	9,983 -117,320	-92%	-$17.5M	0.03%	362
2025 Q1	$19.5M	Buy	+127,303	New	+$18.1M	0.35%	84
2024 Q4	–	Sell	-25,413	Closed	-$3.25M	–	959
2024 Q3	$3.25M	Buy	+25,413	New	+$2.97M	0.06%	337
2024 Q2	–	Sell	-96,321	Closed	-$9M	–	807
2024 Q1	$9M	Buy	96,321 +8,092	+9%	+$733K	0.19%	139
2023 Q4	$7.96M	Buy	+88,229	New	+$7.65M	0.13%	204
2023 Q1	–	Sell	-133,959	Closed	-$8.78M	–	919
2022 Q4	$8.78M	Buy	133,959 +29,574	+28%	+$1.9M	0.17%	166
2022 Q3	$6.71M	Buy	+104,385	New	+$8.16M	0.18%	148
2022 Q1	–	Sell	-26,040	Closed	-$2.23M	–	762
2021 Q4	$2.23M	Buy	+26,040	New	+$2.17M	0.13%	213
2021 Q1	–	Sell	-5,952	Closed	-$385K	–	694
2020 Q4	$385K	Buy	+5,952	New	+$361K	0.06%	325

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

TwinBeech Capital's WELL Position: Q1 2026 in Review

TwinBeech Capital sold out of Welltower (WELL) in Q1 2026, closing a stake of 19,000 shares — an estimated $3.53M sold.

TwinBeech Capital first reported a position in WELL in Q4 2020 and held it in 10 quarters. The position peaked at $19.5M in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

TwinBeech Capital reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 19,000 Welltower shares in Q1 2026, an estimated $3.53M.
TwinBeech Capital first reported a position in Welltower in Q4 2020 and held it in 10 quarters.
TwinBeech Capital's Welltower position peaked at $19.5M in Q1 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.