Hanson & Doremus Investment Management’s Welltower WELL Stock Holding History

Hanson & Doremus 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	$319K	Hold	1,404	–	–	0.03%	168
2026 Q1	$278K	Sell	1,404 -96	-6%	-$19K	0.03%	167
2025 Q4	$278K	Hold	1,500	–	–	0.03%	161
2025 Q3	$267K	Hold	1,500	–	–	0.03%	173
2025 Q2	$231K	Hold	1,500	–	–	0.03%	186
2025 Q1	$230K	Hold	1,500	–	–	0.03%	183
2024 Q4	$189K	Hold	1,500	–	–	0.03%	192
2024 Q3	$192K	Hold	1,500	–	–	0.03%	187
2024 Q2	$156K	Hold	1,500	–	–	0.03%	197
2024 Q1	$140K	Hold	1,500	–	–	0.02%	209
2023 Q4	$135K	Hold	1,500	–	–	0.03%	214
2023 Q3	$123K	Hold	1,500	–	–	0.03%	212
2023 Q2	$121K	Hold	1,500	–	–	0.03%	217
2023 Q1	$108K	Hold	1,500	–	–	0.02%	226
2022 Q4	$98K	Hold	1,500	–	–	0.02%	238
2022 Q3	$96K	Hold	1,500	–	–	0.02%	237
2022 Q2	$124K	Hold	1,500	–	–	0.03%	222
2022 Q1	$144K	Hold	1,500	–	–	0.03%	222
2021 Q4	$129K	Hold	1,500	–	–	0.03%	226
2021 Q3	$124K	Hold	1,500	–	–	0.03%	222
2021 Q2	$83K	Hold	1,500	–	–	0.02%	218
2021 Q1	$107K	Hold	1,500	–	–	0.02%	228
2020 Q4	$97K	Hold	1,500	–	–	0.02%	234
2020 Q3	$83K	Hold	1,500	–	–	0.02%	218
2020 Q2	$78K	Hold	1,500	–	–	0.02%	226
2020 Q1	$69K	Hold	1,500	–	–	0.02%	230
2019 Q4	$123K	Hold	1,500	–	–	0.04%	211
2019 Q3	$136K	Hold	1,500	–	–	0.04%	204
2019 Q2	$122K	Buy	1,500 +500	+50%	+$39.3K	0.04%	217
2019 Q1	$78K	Hold	1,000	–	–	0.03%	245
2018 Q4	$69K	Hold	1,000	–	–	0.02%	235
2018 Q3	$64K	Hold	1,000	–	–	0.02%	265
2018 Q2	$63K	Hold	1,000	–	–	0.02%	268
2018 Q1	$54K	Hold	1,000	–	–	0.02%	295
2017 Q4	$64K	Buy	+1,000	New	+$67.1K	0.02%	271
2017 Q3	–	Sell	-1,000	Closed	-$75K	–	501
2017 Q2	$75K	Hold	1,000	–	–	0.03%	246
2017 Q1	$71K	Hold	1,000	–	–	0.03%	249
2016 Q4	$66.9K	Hold	1,000	–	–	0.03%	243
2016 Q3	$75K	Sell	1,000 -300	-23%	-$23K	0.03%	220
2016 Q2	$99K	Hold	1,300	–	–	0.04%	202
2016 Q1	$90K	Hold	1,300	–	–	0.04%	212
2015 Q4	$88K	Sell	1,300 -16	-1%	-$1.04K	0.04%	221
2015 Q3	$89K	Buy	1,316 +16	+1%	+$1.07K	0.04%	219
2015 Q2	$85K	Sell	1,300 -98	-7%	-$7.03K	0.04%	224
2015 Q1	$108K	Hold	1,398	–	–	0.05%	207
2014 Q4	$106K	Buy	1,398 +98	+8%	+$7K	0.05%	209
2014 Q3	$81K	Hold	1,300	–	–	0.04%	227
2014 Q2	$81K	Hold	1,300	–	–	0.04%	223
2014 Q1	$78K	Hold	1,300	–	–	0.04%	225
2013 Q4	$70K	Hold	1,300	–	–	0.03%	230
2013 Q3	$81K	Hold	1,300	–	–	0.04%	211
2013 Q2	$87K	Buy	+1,300	New	+$92.4K	0.05%	203

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

Hanson & Doremus Investment Management's WELL Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its Welltower (WELL) position steady in Q2 2026 at 1,404 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #168.

Hanson & Doremus Investment Management first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Hanson & Doremus Investment Management held 1,404 shares of Welltower worth $319K as of Q2 2026.
Hanson & Doremus Investment Management left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.03% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #168 holding.
Hanson & Doremus Investment Management first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.