Joel Greenblatt's WELL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 222,391 shares of Welltower Inc. (WELL) worth $43.97 M, representing 0.13% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WELL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 86,886 shares. Largest reduction occurred in Q3 2019, reducing 63,994 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Welltower (WELL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Welltower (WELL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +52,232 | Add 30.70% | 222,391 | $197.71 |
| Q4 2025 | +27,772 | Add 19.50% | 170,159 | $185.61 |
| Q3 2025 | +42,867 | Add 43.07% | 142,387 | $178.14 |
| Q2 2025 | +28,005 | Add 39.16% | 99,520 | $153.73 |
| Q1 2025 | +5,691 | Add 8.65% | 71,515 | $153.21 |
| Q4 2024 | +30,339 | Add 85.50% | 65,824 | $126.03 |
| Q3 2024 | +37 | Add 0.10% | 35,485 | $128.03 |
| Q2 2024 | +5,716 | Add 19.23% | 35,448 | $104.25 |
| Q1 2024 | +15,057 | Add 102.60% | 29,732 | $93.44 |
| Q4 2023 | -12,838 | Reduce 46.66% | 14,675 | $90.17 |
| Q3 2023 | -320 | Reduce 1.15% | 27,513 | $81.92 |
| Q2 2023 | -10,894 | Reduce 28.13% | 27,833 | $80.89 |
| Q1 2023 | -6,607 | Reduce 14.57% | 38,727 | $71.69 |
| Q4 2022 | +39,630 | Add 694.78% | 45,334 | $65.55 |
| Q3 2022 | +1,042 | Add 22.35% | 5,704 | $64.34 |
| Q2 2022 | -10,222 | Reduce 68.68% | 4,662 | $82.37 |
| Q1 2022 | -2,439 | Reduce 14.08% | 14,884 | $96.14 |
| Q4 2021 | +10,672 | Add 160.46% | 17,323 | $85.78 |
| Q3 2021 | -3,452 | Reduce 34.17% | 6,651 | $82.39 |
| Q2 2021 | +1,028 | Add 11.33% | 10,103 | $83.14 |
| Q1 2021 | -24,580 | Reduce 73.04% | 9,075 | $71.63 |
| Q4 2020 | -18,873 | Reduce 35.93% | 33,655 | $64.63 |
| Q3 2020 | +23,719 | Add 82.33% | 52,528 | $55.09 |
| Q2 2020 | -37,975 | Reduce 56.86% | 28,809 | $51.75 |
| Q1 2020 | +56,462 | Add 547.01% | 66,784 | $45.77 |
| Q4 2019 | -18,355 | Reduce 64.01% | 10,322 | $81.77 |
| Q3 2019 | -63,994 | Reduce 69.06% | 28,677 | $90.66 |
| Q2 2019 | -23,506 | Reduce 20.23% | 92,671 | $81.52 |
| Q1 2019 | +86,886 | Add 296.63% | 116,177 | $77.60 |
| Q4 2018 | +19,518 | Add 199.71% | 29,291 | $69.41 |
| Q3 2018 | -203 | Reduce 2.03% | 9,773 | $64.36 |
| Q2 2018 | +2,731 | Add 37.69% | 9,976 | $62.65 |
| Q1 2018 | +7,245 | New Buy | 7,245 | $54.38 |
| Q2 2017 | -5,918 | Sold Out | 0 | $0.00 |
| Q1 2017 | +5,918 | New Buy | 5,918 | $70.80 |
Joel Greenblatt's Welltower Investment FAQs
Joel Greenblatt first purchased Welltower Inc. (WELL) in Q1 2017, acquiring 5,918 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Welltower Inc. (WELL) for 35 quarters since Q1 2017.
Joel Greenblatt's largest addition to Welltower Inc. (WELL) was in Q1 2019, adding 116,177 shares worth $9.02 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 222,391 shares of Welltower Inc. (WELL), valued at approximately $43.97 M.
As of the Q1 2026 filing, Welltower Inc. (WELL) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Welltower Inc. (WELL) was 222,391 shares, as reported at the end of Q1 2026.