Halbert Hargrove Global Advisors
WELL icon

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
Q3 		– Sell
-20
Closed -$4.46K – 699
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

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Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Halbert Hargrove Global Advisors's WELL Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Welltower (WELL) in Q3 2026, closing a stake of 20 shares — an estimated $4.46K sold.

Halbert Hargrove Global Advisors first reported a position in WELL in Q1 2025 and held it in 3 quarters. The position peaked at $4.46K in Q2 2026. 335 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 20 Welltower shares in Q3 2026, an estimated $4.46K.
  • Halbert Hargrove Global Advisors first reported a position in Welltower in Q1 2025 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's Welltower position peaked at $4.46K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.