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Halbert Hargrove Global Advisors’s Welltower WELL Stock Holding History

Halbert Hargrove Global 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 		$4.46K Buy
+20
New +$4.23K ﹤0.01% 350
2025
Q4 		– Sell
-16
Closed -$2.85K – 747
2025
Q3 		$2.85K Buy
+16
New +$2.63K ﹤0.01% 502
2025
Q2 		– Sell
-3
Closed -$460 – 662
2025
Q1 		$460 Buy
+3
New +$427 ﹤0.01% 514

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

Halbert Hargrove Global Advisors's WELL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Welltower (WELL) in Q2 2026: 20 shares worth $4.46K. The stake represents ﹤0.01% of the portfolio and ranks #350 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in WELL as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in WELL in Q1 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Halbert Hargrove Global Advisors held 20 shares of Welltower worth $4.46K as of Q2 2026.
  • Welltower was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Welltower made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #350 holding.
  • Halbert Hargrove Global Advisors first reported a position in Welltower in Q1 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.