Two Sigma Investments’s Welltower WELL Stock Holding History

Two Sigma Investments’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	$7.67M	Sell	33,799 -141,152	-81%	-$29.8M	0.01%	1735
2026 Q1	$34.6M	Sell	174,951 -274,178	-61%	-$54.2M	0.03%	661
2025 Q4	$83.4M	Buy	449,129 +59,840	+15%	+$11.2M	0.12%	220
2025 Q3	$69.3M	Buy	+389,289	New	+$64M	0.1%	253
2024 Q3	–	Sell	-123,300	Closed	-$12.9M	–	3356
2024 Q2	$12.9M	Buy	123,300 +69,998	+131%	+$6.86M	0.03%	611
2024 Q1	$4.98M	Buy	+53,302	New	+$4.83M	0.01%	973
2020 Q3	–	Sell	-5,433	Closed	-$281K	–	3610
2020 Q2	$281K	Sell	5,433 -1,390	-20%	-$68.3K	﹤0.01%	2421
2020 Q1	$312K	Buy	+6,823	New	+$503K	﹤0.01%	2277
2019 Q1	–	Sell	-6,845	Closed	-$513K	–	3510
2018 Q4	$475K	Buy	+6,845	New	+$466K	﹤0.01%	2136
2017 Q3	–	Sell	-4,934	Closed	-$359K	–	3245
2017 Q2	$369K	Buy	+4,934	New	+$361K	﹤0.01%	2531
2015 Q4	–	Sell	-16,340	Closed	-$1.07M	–	3029
2015 Q3	$1.11M	Buy	+16,340	New	+$1.09M	0.01%	1138
2015 Q1	–	Sell	-21,587	Closed	-$1.7M	–	2885
2014 Q4	$1.63M	Buy	+21,587	New	+$1.54M	0.01%	1120
2014 Q1	–	Sell	-6,747	Closed	-$361K	–	2290
2013 Q4	$361K	Buy	+6,747	New	+$401K	﹤0.01%	1809

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Two Sigma Investments's WELL Position: Q2 2026 in Review

Two Sigma Investments reduced its Welltower (WELL) stake by 81% in Q2 2026, selling an estimated $29.8M and leaving 33,799 shares worth $7.67M. The position accounts for 0.01% of the portfolio, ranked #1735.

Two Sigma Investments first reported a position in WELL in Q4 2013 and has held it in 13 quarters since. The position peaked at $83.4M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Two Sigma Investments held 33,799 shares of Welltower worth $7.67M as of Q2 2026.
Two Sigma Investments sold 141,152 Welltower shares in Q2 2026, an estimated $29.8M.
Welltower made up 0.01% of Two Sigma Investments's portfolio in Q2 2026, its #1735 holding.
Two Sigma Investments first reported a position in Welltower in Q4 2013 and has held it in 13 quarters since.
Two Sigma Investments's Welltower position peaked at $83.4M in Q4 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.