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Bull Harbor Capital’s Welltower WELL Stock Holding History

Bull Harbor Capital’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 		$917K Buy
4,039
+11
+0.3% +$2.33K 0.18% 172
2026
Q1 		$796K Buy
+4,028
New +$796K 0.21% 148

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

Bull Harbor Capital's WELL Position: Q2 2026 in Review

Bull Harbor Capital increased its Welltower (WELL) stake by 0.27% in Q2 2026, buying an estimated $2.33K and bringing the position to 4,039 shares worth $917K. The position accounts for 0.18% of the portfolio, ranked #172.

Bull Harbor Capital first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bull Harbor Capital held 4,039 shares of Welltower worth $917K as of Q2 2026.
  • Bull Harbor Capital bought 11 Welltower shares in Q2 2026, an estimated $2.33K.
  • Welltower made up 0.18% of Bull Harbor Capital's portfolio in Q2 2026, its #172 holding.
  • Bull Harbor Capital first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.