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Abel Hall LLC’s Welltower WELL Stock Holding History

Abel Hall 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 		$461K Buy
2,031
+305
+18% +$64.5K 0.08% 267
2026
Q1 		$341K Buy
1,726
+331
+24% +$65.4K 0.07% 342
2025
Q4 		$259K Buy
+1,395
New +$261K 0.06% 411
2025
Q2 		– Sell
-1,549
Closed -$237K – 327
2025
Q1 		$237K Buy
+1,549
New +$221K 0.14% 137

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

Abel Hall LLC's WELL Position: Q2 2026 in Review

Abel Hall LLC increased its Welltower (WELL) stake by 18% in Q2 2026, buying an estimated $64.5K and bringing the position to 2,031 shares worth $461K. The position accounts for 0.08% of the portfolio, ranked #267.

Abel Hall LLC first reported a position in WELL in Q1 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Abel Hall LLC held 2,031 shares of Welltower worth $461K as of Q2 2026.
  • Abel Hall LLC bought 305 Welltower shares in Q2 2026, an estimated $64.5K.
  • Welltower made up 0.08% of Abel Hall LLC's portfolio in Q2 2026, its #267 holding.
  • Abel Hall LLC first reported a position in Welltower in Q1 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.