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Gross & Hartman Investments’s Welltower WELL Stock Holding History

Gross & Hartman Investments’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 		$458K Hold
2,016
– – 0.2% 41
2026
Q1 		$399K Hold
2,016
– – 0.21% 44
2025
Q4 		$374K Buy
+2,016
New +$377K 0.21% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gross & Hartman Investments's WELL Position: Q2 2026 in Review

Gross & Hartman Investments held its Welltower (WELL) position steady in Q2 2026 at 2,016 shares worth $458K. The position accounts for 0.2% of the portfolio, ranked #41.

Gross & Hartman Investments first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Gross & Hartman Investments held 2,016 shares of Welltower worth $458K as of Q2 2026.
  • Gross & Hartman Investments left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.2% of Gross & Hartman Investments's portfolio in Q2 2026, its #41 holding.
  • Gross & Hartman Investments first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.