Two Sigma Advisers’s Welltower WELL Stock Holding History

Two Sigma Advisers’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	-15,100	Closed	-$2.8M	–	2144
2025 Q4	$2.8M	Buy	15,100 +6,700	+80%	+$1.25M	0.01%	1052
2025 Q3	$1.5M	Buy	+8,400	New	+$1.38M	﹤0.01%	1265
2020 Q2	–	Sell	-7,900	Closed	-$362K	–	2613
2020 Q1	$362K	Buy	+7,900	New	+$583K	﹤0.01%	1933
2017 Q3	–	Sell	-33,189	Closed	-$2.48M	–	2367
2017 Q2	$2.48M	Buy	+33,189	New	+$2.43M	0.01%	1096
2015 Q1	–	Sell	-12,693	Closed	-$960K	–	2423
2014 Q4	$960K	Sell	12,693 -6,200	-33%	-$443K	0.01%	1191
2014 Q3	$1.18M	Buy	18,893 +3,600	+24%	+$232K	0.01%	1051
2014 Q2	$958K	Buy	+15,293	New	+$962K	0.01%	1209
2013 Q3	–	Sell	-15,627	Closed	-$994K	–	2427
2013 Q2	$1.05M	Buy	+15,627	New	+$1.11M	0.02%	831

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

Two Sigma Advisers's WELL Position: Q1 2026 in Review

Two Sigma Advisers sold out of Welltower (WELL) in Q1 2026, closing a stake of 15,100 shares — an estimated $2.8M sold.

Two Sigma Advisers first reported a position in WELL in Q2 2013 and held it in 8 quarters. The position peaked at $2.8M in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Two Sigma Advisers reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Two Sigma Advisers sold 15,100 Welltower shares in Q1 2026, an estimated $2.8M.
Two Sigma Advisers first reported a position in Welltower in Q2 2013 and held it in 8 quarters.
Two Sigma Advisers's Welltower position peaked at $2.8M in Q4 2025.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Two Sigma Advisers's 13F filing for Q1 2026.