Voloridge Investment Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $51.3M | Buy |
226,041
+113,110
| +100% | +$23.9M | 0.22% | 153 |
|
|
2026
Q1 | $22.3M | Buy |
+112,931
| New | +$22.3M | 0.09% | 315 |
|
|
2024
Q3 | – | Sell |
-123,509
| Closed | -$12.9M | – | 1382 |
|
|
2024
Q2 | $12.9M | Buy |
+123,509
| New | +$12.1M | 0.05% | 504 |
|
|
2024
Q1 | – | Sell |
-287,944
| Closed | -$26M | – | 1374 |
|
|
2023
Q4 | $26M | Buy |
287,944
+246,384
| +593% | +$21.4M | 0.1% | 260 |
|
|
2023
Q3 | $3.4M | Buy |
+41,560
| New | +$3.42M | 0.02% | 771 |
|
|
2023
Q1 | – | Sell |
-161,307
| Closed | -$10.6M | – | 1642 |
|
|
2022
Q4 | $10.6M | Sell |
161,307
-647,703
| -80% | -$41.6M | 0.06% | 416 |
|
|
2022
Q3 | $52M | Buy |
809,010
+266,654
| +49% | +$20.8M | 0.28% | 77 |
|
|
2022
Q2 | $44.7M | Buy |
542,356
+313,436
| +137% | +$27.9M | 0.23% | 118 |
|
|
2022
Q1 | $22M | Buy |
228,920
+68,232
| +42% | +$5.93M | 0.12% | 237 |
|
|
2021
Q4 | $13.8M | Buy |
160,688
+147,517
| +1,120% | +$12.3M | 0.08% | 376 |
|
|
2021
Q3 | $1.08M | Sell |
13,171
-25,964
| -66% | -$2.23M | 0.01% | 1255 |
|
|
2021
Q2 | $3.25M | Sell |
39,135
-29,786
| -43% | -$2.28M | 0.02% | 801 |
|
|
2021
Q1 | $4.94M | Buy |
68,921
+46,079
| +202% | +$3.09M | 0.04% | 535 |
|
|
2020
Q4 | $1.48M | Sell |
22,842
-32,389
| -59% | -$1.97M | 0.01% | 842 |
|
|
2020
Q3 | $3.04M | Sell |
55,231
-303,968
| -85% | -$16.7M | 0.03% | 584 |
|
|
2020
Q2 | $18.6M | Buy |
359,199
+132,924
| +59% | +$6.53M | 0.21% | 96 |
|
|
2020
Q1 | $10.4M | Buy |
226,275
+149,088
| +193% | +$11M | 0.3% | 71 |
|
|
2019
Q4 | $6.31M | Buy |
+77,187
| New | +$6.61M | 0.12% | 213 |
|
|
2019
Q2 | – | Sell |
-44,244
| Closed | -$3.43M | – | 1110 |
|
|
2019
Q1 | $3.43M | Buy |
+44,244
| New | +$3.32M | 0.1% | 189 |
|
|
2018
Q2 | – | Sell |
-375,231
| Closed | -$20.4M | – | 627 |
|
|
2018
Q1 | $20.4M | Buy |
375,231
+367,608
| +4,822% | +$20.8M | 0.48% | 35 |
|
|
2017
Q4 | $486K | Sell |
7,623
-18,119
| -70% | -$1.22M | 0.01% | 421 |
|
|
2017
Q3 | $1.81M | Buy |
+25,742
| New | +$1.87M | 0.04% | 283 |
|
|
2017
Q2 | – | Sell |
-93,544
| Closed | -$6.63M | – | 603 |
|
|
2017
Q1 | $6.63M | Buy |
+93,544
| New | +$6.31M | 0.16% | 164 |
|
|
2015
Q3 | – | Sell |
-310,713
| Closed | -$20.4M | – | 408 |
|
|
2015
Q2 | $20.4M | Buy |
+310,713
| New | +$22.3M | 1.04% | 22 |
|
|
2015
Q1 | – | Sell |
-7,700
| Closed | -$583K | – | 333 |
|
|
2014
Q4 | $583K | Buy |
+7,700
| New | +$550K | 0.03% | 176 |
|
|
2014
Q1 | – | Sell |
-98,415
| Closed | -$5.27M | – | 133 |
|
|
2013
Q4 | $5.27M | Buy |
+98,415
| New | +$5.85M | 1.01% | 37 |
|
Other funds holding WELL
Voloridge Investment Management's WELL Position: Q2 2026 in Review
Voloridge Investment Management increased its Welltower (WELL) stake by 100% in Q2 2026, buying an estimated $23.9M and bringing the position to 226,041 shares worth $51.3M. The position accounts for 0.22% of the portfolio, ranked #153.
Voloridge Investment Management first reported a position in WELL in Q4 2013 and has held it in 26 quarters since. The position peaked at $52M in Q3 2022. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Voloridge Investment Management held 226,041 shares of Welltower worth $51.3M as of Q2 2026.
- Voloridge Investment Management bought 113,110 Welltower shares in Q2 2026, an estimated $23.9M.
- Welltower made up 0.22% of Voloridge Investment Management's portfolio in Q2 2026, its #153 holding.
- Voloridge Investment Management first reported a position in Welltower in Q4 2013 and has held it in 26 quarters since.
- Voloridge Investment Management's Welltower position peaked at $52M in Q3 2022.
- 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.