Bellars Harris Wealth Management, LLC’s Welltower WELL Stock Holding History

Bellars Harris Wealth Management, LLC’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	$10.6M	Buy	+46,790	New	+$9.89M	2.16%	6

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's WELL Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in Welltower (WELL) in Q2 2026: 46,790 shares worth $10.6M. The stake represents 2.16% of the portfolio and ranks #6 among its holdings.

856 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Bellars Harris Wealth Management, LLC held 46,790 shares of Welltower worth $10.6M as of Q2 2026.
Welltower was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
Welltower made up 2.16% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #6 holding.
856 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.