Birch Hill Investment Advisors’s Welltower WELL Stock Holding History

Birch Hill Investment 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 Q2	$261K	Hold	1,152	–	–	0.01%	191
2026 Q1	$228K	Hold	1,152	–	–	0.01%	190
2025 Q4	$214K	Hold	1,152	–	–	0.01%	195
2025 Q3	$205K	Sell	1,152 -320	-22%	-$52.6K	0.01%	195
2025 Q2	$226K	Hold	1,472	–	–	0.01%	188
2025 Q1	$226K	Buy	+1,472	New	+$210K	0.01%	180

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Birch Hill Investment Advisors's WELL Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Welltower (WELL) position steady in Q2 2026 at 1,152 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #191.

Birch Hill Investment Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Birch Hill Investment Advisors held 1,152 shares of Welltower worth $261K as of Q2 2026.
Birch Hill Investment Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #191 holding.
Birch Hill Investment Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.