Hanlon Investment Management’s Welltower WELL Stock Holding History

Hanlon Investment Management’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 Q1	$208K	Buy	+1,051	New	+$208K	0.11%	211
2017 Q2	–	Sell	-41,253	Closed	-$2.92M	–	122
2017 Q1	$2.92M	Sell	41,253 -4,130	-9%	-$279K	0.37%	26
2016 Q4	$3.04M	Buy	+45,383	New	+$3.01M	0.36%	23
2016 Q3	–	Sell	-64,714	Closed	-$4.93M	–	108
2016 Q2	$4.93M	Buy	+64,714	New	+$4.6M	0.43%	46
2016 Q1	–	Sell	-62,611	Closed	-$4.26M	–	105
2015 Q4	$4.26M	Buy	+62,611	New	+$4.09M	0.41%	26

Other funds holding WELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hanlon Investment Management's WELL Position: Q1 2026 in Review

Hanlon Investment Management opened a new position in Welltower (WELL) in Q1 2026: 1,051 shares worth $208K. The stake represents 0.11% of the portfolio and ranks #211 among its holdings. This is a return to the name: Hanlon Investment Management previously reported a position in WELL as recently as Q1 2017.

Hanlon Investment Management first reported a position in WELL in Q4 2015 and has held it in 5 quarters since. The position peaked at $4.93M in Q2 2016. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Hanlon Investment Management held 1,051 shares of Welltower worth $208K as of Q1 2026.
Welltower was a new Hanlon Investment Management position in Q1 2026.
Welltower made up 0.11% of Hanlon Investment Management's portfolio in Q1 2026, its #211 holding.
Hanlon Investment Management first reported a position in Welltower in Q4 2015 and has held it in 5 quarters since.
Hanlon Investment Management's Welltower position peaked at $4.93M in Q2 2016.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Hanlon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.