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Hamilton Wealth’s Welltower WELL Stock Holding History

Hamilton Wealth’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 		$12.1M Buy
+53,352
New +$11.3M 2.22% 13
2019
Q3 		– Sell
-2,500
Closed -$204K – 46
2019
Q2 		$204K Buy
+2,500
New +$197K 0.15% 43

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

Hamilton Wealth's WELL Position: Q2 2026 in Review

Hamilton Wealth opened a new position in Welltower (WELL) in Q2 2026: 53,352 shares worth $12.1M. The stake represents 2.22% of the portfolio and ranks #13 among its holdings. This is a return to the name: Hamilton Wealth previously reported a position in WELL as recently as Q2 2019.

Hamilton Wealth first reported a position in WELL in Q2 2019 and has held it in 2 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hamilton Wealth held 53,352 shares of Welltower worth $12.1M as of Q2 2026.
  • Welltower was a new Hamilton Wealth position in Q2 2026.
  • Welltower made up 2.22% of Hamilton Wealth's portfolio in Q2 2026, its #13 holding.
  • Hamilton Wealth first reported a position in Welltower in Q2 2019 and has held it in 2 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.