WorldQuant Millennium Advisors
WELL icon

WorldQuant Millennium Advisors’s Welltower WELL Stock Holding History

WorldQuant Millennium Advisors’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 		$26.8M Sell
117,952
-745,341
-86% -$158M 0.09% 207
2026
Q1 		$171M Buy
863,293
+799,103
+1,245% +$158M 0.66% 26
2025
Q4 		$11.9M Sell
64,190
-234,427
-79% -$43.8M 0.05% 257
2025
Q3 		$53.2M Sell
298,617
-65,442
-18% -$10.8M 0.23% 123
2025
Q2 		$56M Buy
364,059
+302,504
+491% +$45.2M 0.28% 105
2025
Q1 		$9.43M Sell
61,555
-159,543
-72% -$22.7M 0.06% 245
2024
Q4 		$27.9M Buy
+221,098
New +$29M 0.18% 141
2022
Q4 		– Sell
-97,292
Closed -$6.26M – 404
2022
Q3 		$6.26M Buy
97,292
+8,258
+9% +$646K 0.15% 172
2022
Q2 		$7.33M Buy
+89,034
New +$7.92M 0.21% 146
2020
Q2 		– Sell
-7,059
Closed -$323K – 368
2020
Q1 		$323K Sell
7,059
-1,310
-16% -$96.7K 0.01% 314
2019
Q4 		$684K Sell
8,369
-298
-3% -$25.5K 0.01% 294
2019
Q3 		$785K Buy
8,667
+471
+6% +$41K 0.02% 279
2019
Q2 		$668K Buy
8,196
+1,639
+25% +$129K 0.01% 276
2019
Q1 		$509K Buy
+6,557
New +$492K 0.01% 280

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

WorldQuant Millennium Advisors's WELL Position: Q2 2026 in Review

WorldQuant Millennium Advisors reduced its Welltower (WELL) stake by 86% in Q2 2026, selling an estimated $158M and leaving 117,952 shares worth $26.8M. The position accounts for 0.09% of the portfolio, ranked #207.

WorldQuant Millennium Advisors first reported a position in WELL in Q1 2019 and has held it in 14 quarters since. The position peaked at $171M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • WorldQuant Millennium Advisors held 117,952 shares of Welltower worth $26.8M as of Q2 2026.
  • WorldQuant Millennium Advisors sold 745,341 Welltower shares in Q2 2026, an estimated $158M.
  • Welltower made up 0.09% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #207 holding.
  • WorldQuant Millennium Advisors first reported a position in Welltower in Q1 2019 and has held it in 14 quarters since.
  • WorldQuant Millennium Advisors's Welltower position peaked at $171M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.