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Cliff Asness’s WELL Holdings & Trades

First Buy
Q3 2015
Duration Held
42 Quarters
Largest Add
Q3 2025
+416,920 Shares
Current Position
476,749 Shares
$88.49 M Value

Cliff Asness's WELL Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 476,749 shares of Welltower Inc. (WELL) worth $88.49 M, representing 0.05% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 42 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WELL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 416,920 shares. Largest reduction occurred in Q4 2025, reducing 376,721 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Welltower (WELL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Welltower (WELL) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -376,721 Reduce 44.14% 476,749 $185.61
Q3 2025 +416,920 Add 95.50% 853,470 $177.01
Q2 2025 +179,575 Add 69.88% 436,550 $151.79
Q1 2025 +11,121 Add 4.52% 256,975 $153.21
Q4 2024 -101,314 Reduce 29.18% 245,854 $125.82
Q3 2024 +211,123 Add 155.19% 347,168 $126.98
Q2 2024 -4,955 Reduce 3.51% 136,045 $103.73
Q1 2024 +39,965 Add 39.56% 141,000 $93.31
Q4 2023 -4,251 Reduce 4.04% 101,035 $90.17
Q3 2023 +8,106 Add 8.34% 105,286 $81.92
Q2 2023 -8,068 Reduce 7.67% 97,180 $80.82
Q1 2023 -14,084 Reduce 11.80% 105,248 $71.15
Q4 2022 -2,487 Reduce 2.04% 119,332 $65.55
Q3 2022 -54,303 Reduce 30.83% 121,819 $63.31
Q2 2022 +4,239 Add 2.47% 176,122 $82.35
Q1 2022 -1,264 Reduce 0.73% 171,883 $96.14
Q4 2021 -16,482 Reduce 8.69% 173,147 $85.77
Q3 2021 +8,173 Add 4.50% 189,629 $82.40
Q2 2021 +3,782 Add 2.13% 181,456 $83.10
Q1 2021 -14,003 Reduce 7.31% 177,674 $71.63
Q4 2020 -18,211 Reduce 8.68% 191,677 $63.78
Q3 2020 -91,795 Reduce 30.43% 209,888 $55.09
Q2 2020 +22,552 Add 8.08% 301,683 $50.96
Q1 2020 -59,030 Reduce 17.46% 279,131 $45.78
Q4 2019 -16,396 Reduce 4.62% 338,161 $81.78
Q3 2019 -3,700 Reduce 1.03% 354,557 $90.65
Q2 2019 +12,828 Add 3.71% 358,257 $81.53
Q1 2019 +102,859 Add 42.40% 345,429 $77.60
Q4 2018 -35,643 Reduce 12.81% 242,570 $69.41
Q3 2018 -11,481 Reduce 3.96% 278,213 $64.32
Q2 2018 -51,734 Reduce 15.15% 289,694 $62.69
Q1 2018 -256,815 Reduce 42.93% 341,428 $54.43
Q4 2017 +43,023 Add 7.75% 598,243 $63.77
Q3 2017 +27,373 Add 5.19% 555,220 $70.28
Q2 2017 +13,698 Add 2.66% 527,847 $74.85
Q1 2017 -10,707 Reduce 2.04% 514,149 $70.82
Q4 2016 +19,691 Add 3.90% 524,856 $66.93
Q3 2016 +11,232 Add 2.27% 505,165 $74.77
Q2 2016 +33,496 Add 7.27% 493,933 $76.17
Q1 2016 +50,688 Add 12.37% 460,437 $69.34
Q4 2015 -1,852 Reduce 0.45% 409,749 $68.03
Q3 2015 +411,601 New Buy 411,601 $67.72

Cliff Asness's Welltower Investment FAQs

Cliff Asness first purchased Welltower Inc. (WELL) in Q3 2015, acquiring 411,601 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Welltower Inc. (WELL) for 42 quarters since Q3 2015.

Cliff Asness's largest addition to Welltower Inc. (WELL) was in Q3 2025, adding 853,470 shares worth $151.07 M.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 476,749 shares of Welltower Inc. (WELL), valued at approximately $88.49 M.

As of the Q4 2025 filing, Welltower Inc. (WELL) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Welltower Inc. (WELL) was 853,470 shares, as reported at the end of Q3 2025.