GHP Investment Advisors’s Welltower WELL Stock Holding History

GHP 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	$176K	Hold	776	–	–	0.01%	412
2026 Q1	$153K	Buy	776 +1	+0.1%	+$198	0.01%	417
2025 Q4	$144K	Hold	775	–	–	0.01%	416
2025 Q3	$138K	Hold	775	–	–	0.01%	411
2025 Q2	$119K	Hold	775	–	–	0.01%	422
2025 Q1	$119K	Hold	775	–	–	0.01%	408
2024 Q4	$97.7K	Hold	775	–	–	﹤0.01%	429
2024 Q3	$99.2K	Buy	775 +96	+14%	+$11.2K	﹤0.01%	435
2024 Q2	$70.8K	Hold	679	–	–	﹤0.01%	467
2024 Q1	$63.4K	Hold	679	–	–	﹤0.01%	476
2023 Q4	$61.2K	Sell	679 -96	-12%	-$8.33K	﹤0.01%	471
2023 Q3	$66K	Hold	775	–	–	﹤0.01%	470
2023 Q2	$65.3K	Buy	775 +96	+14%	+$7.4K	﹤0.01%	466
2023 Q1	$48.7K	Sell	679 -64	-9%	-$4.64K	﹤0.01%	488
2022 Q4	$48.7K	Hold	743	–	–	﹤0.01%	490
2022 Q3	$48K	Hold	743	–	–	﹤0.01%	492
2022 Q2	$61K	Hold	743	–	–	﹤0.01%	460
2022 Q1	$71K	Buy	+743	New	+$64.5K	﹤0.01%	456

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GHP Investment Advisors's WELL Position: Q2 2026 in Review

GHP Investment Advisors held its Welltower (WELL) position steady in Q2 2026 at 776 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #412.

GHP Investment Advisors first reported a position in WELL in Q1 2022 and has held it in 18 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

GHP Investment Advisors held 776 shares of Welltower worth $176K as of Q2 2026.
GHP Investment Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #412 holding.
GHP Investment Advisors first reported a position in Welltower in Q1 2022 and has held it in 18 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.