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 Q2	$1.17M	Buy	5,165 +4,114	+391%	+$870K	0.62%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hanlon Investment Management's WELL Position: Q2 2026 in Review

Hanlon Investment Management increased its Welltower (WELL) stake by 391% in Q2 2026, buying an estimated $870K and bringing the position to 5,165 shares worth $1.17M. The position accounts for 0.62% of the portfolio, ranked #39.

Hanlon Investment Management first reported a position in WELL in Q4 2015 and has held it in 6 quarters since. The position peaked at $4.93M in Q2 2016. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Hanlon Investment Management held 5,165 shares of Welltower worth $1.17M as of Q2 2026.
Hanlon Investment Management bought 4,114 Welltower shares in Q2 2026, an estimated $870K.
Welltower made up 0.62% of Hanlon Investment Management's portfolio in Q2 2026, its #39 holding.
Hanlon Investment Management first reported a position in Welltower in Q4 2015 and has held it in 6 quarters since.
Hanlon Investment Management's Welltower position peaked at $4.93M in Q2 2016.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.