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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Halbert Hargrove Global Advisors's WELL Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Welltower (WELL) in Q4 2025, closing a stake of 16 shares — an estimated $2.85K sold.

Halbert Hargrove Global Advisors first reported a position in WELL in Q1 2025 and held it in 2 quarters. The position peaked at $2.85K in Q3 2025. 1,429 funds tracked by Wall St. Rank hold WELL as of Q4 2025.

Halbert Hargrove Global Advisors reported no remaining Welltower position as of Q4 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 16 Welltower shares in Q4 2025, an estimated $2.85K.
Halbert Hargrove Global Advisors first reported a position in Welltower in Q1 2025 and held it in 2 quarters.
Halbert Hargrove Global Advisors's Welltower position peaked at $2.85K in Q3 2025.
1,429 funds tracked by Wall St. Rank held Welltower as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.