Beech Hill Advisors’s Welltower WELL Stock Holding History

Beech Hill 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 Q1	$643K	Hold	3,250	–	–	0.32%	73
2025 Q4	$603K	Hold	3,250	–	–	0.29%	74
2025 Q3	$579K	Hold	3,250	–	–	0.27%	74
2025 Q2	$500K	Hold	3,250	–	–	0.22%	79
2025 Q1	$498K	Hold	3,250	–	–	0.2%	83
2024 Q4	$410K	Hold	3,250	–	–	0.15%	88
2024 Q3	$416K	Hold	3,250	–	–	0.16%	85
2024 Q2	$339K	Hold	3,250	–	–	0.14%	88
2024 Q1	$304K	Hold	3,250	–	–	0.13%	88
2023 Q4	$293K	Hold	3,250	–	–	0.14%	88
2023 Q3	$266K	Hold	3,250	–	–	0.13%	83
2023 Q2	$263K	Hold	3,250	–	–	0.13%	83
2023 Q1	$233K	Hold	3,250	–	–	0.12%	84
2022 Q4	$213K	Hold	3,250	–	–	0.12%	82
2022 Q3	$209K	Hold	3,250	–	–	0.12%	81
2022 Q2	$268K	Hold	3,250	–	–	0.14%	77
2022 Q1	$312K	Sell	3,250 -500	-13%	-$43.4K	0.13%	80
2021 Q4	$322K	Hold	3,750	–	–	0.12%	83
2021 Q3	$309K	Hold	3,750	–	–	0.13%	79
2021 Q2	$312K	Hold	3,750	–	–	0.13%	74
2021 Q1	$269K	Hold	3,750	–	–	0.11%	77
2020 Q4	$242K	Hold	3,750	–	–	0.11%	77
2020 Q3	$207K	Buy	+3,750	New	+$206K	0.1%	83
2020 Q1	–	Sell	-3,925	Closed	-$321K	–	82
2019 Q4	$321K	Buy	3,925 +175	+5%	+$15K	0.15%	67
2019 Q3	$340K	Hold	3,750	–	–	0.18%	67
2019 Q2	$306K	Hold	3,750	–	–	0.16%	68
2019 Q1	$291K	Hold	3,750	–	–	0.18%	64
2018 Q4	$260K	Sell	3,750 -25	-0.7%	-$1.7K	0.16%	61
2018 Q3	$243K	Hold	3,775	–	–	0.13%	71
2018 Q2	$237K	Sell	3,775 -350	-8%	-$19.5K	0.13%	66
2018 Q1	$225K	Hold	4,125	–	–	0.12%	68
2017 Q4	$263K	Hold	4,125	–	–	0.13%	77
2017 Q3	$290K	Hold	4,125	–	–	0.15%	68
2017 Q2	$309K	Hold	4,125	–	–	0.17%	68
2017 Q1	$292K	Hold	4,125	–	–	0.17%	66
2016 Q4	$276K	Sell	4,125 -50,955	-93%	-$3.38M	0.17%	67
2016 Q3	$4.12M	Sell	55,080 -30,825	-36%	-$2.36M	2.52%	16
2016 Q2	$6.54M	Sell	85,905 -6,025	-7%	-$428K	4.42%	3
2016 Q1	$6.37M	Sell	91,930 -2,250	-2%	-$145K	4.99%	3
2015 Q4	$6.41M	Sell	94,180 -600	-0.6%	-$39.2K	4.05%	4
2015 Q3	$6.42M	Sell	94,780 -2,012	-2%	-$134K	4.09%	4
2015 Q2	$6.35M	Buy	96,792 +12,510	+15%	+$897K	3.27%	3
2015 Q1	$6.52M	Sell	84,282 -2,925	-3%	-$230K	3.06%	7
2014 Q4	$6.6M	Buy	87,207 +3,087	+4%	+$220K	3.29%	7
2014 Q3	$5.25M	Buy	84,120 +1,575	+2%	+$102K	2.48%	12
2014 Q2	$5.17M	Buy	82,545 +10,550	+15%	+$664K	2.28%	11
2014 Q1	$4.29M	Buy	71,995 +3,050	+4%	+$174K	2.01%	22
2013 Q4	$3.69M	Buy	68,945 +6,555	+11%	+$390K	1.86%	23
2013 Q3	$3.89M	Sell	62,390 -4,270	-6%	-$272K	2.11%	16
2013 Q2	$4.47M	Buy	+66,660	New	+$4.74M	2.53%	11

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Beech Hill Advisors's WELL Position: Q1 2026 in Review

Beech Hill Advisors held its Welltower (WELL) position steady in Q1 2026 at 3,250 shares worth $643K. The position accounts for 0.32% of the portfolio, ranked #73.

Beech Hill Advisors first reported a position in WELL in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.6M in Q4 2014. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Beech Hill Advisors held 3,250 shares of Welltower worth $643K as of Q1 2026.
Beech Hill Advisors left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.32% of Beech Hill Advisors's portfolio in Q1 2026, its #73 holding.
Beech Hill Advisors first reported a position in Welltower in Q2 2013 and has held it in 50 quarters since.
Beech Hill Advisors's Welltower position peaked at $6.6M in Q4 2014.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.