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Hantz Financial Services’s Welltower WELL Stock Holding History

Hantz Financial Services’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 		$1.51M Sell
6,642
-115
-2% -$24.3K 0.02% 407
2026
Q1 		$1.34M Buy
6,757
+480
+8% +$94.9K 0.02% 426
2025
Q4 		$1.17M Buy
6,277
+337
+6% +$62.9K 0.02% 448
2025
Q3 		$1.06M Sell
5,940
-2,348
-28% -$386K 0.02% 447
2025
Q2 		$1.27M Buy
8,288
+7,996
+2,738% +$1.19M 0.02% 406
2025
Q1 		$45K Buy
+292
New +$41.6K ﹤0.01% 723

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

Hantz Financial Services's WELL Position: Q2 2026 in Review

Hantz Financial Services reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $24.3K and leaving 6,642 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #407.

Hantz Financial Services first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hantz Financial Services held 6,642 shares of Welltower worth $1.51M as of Q2 2026.
  • Hantz Financial Services sold 115 Welltower shares in Q2 2026, an estimated $24.3K.
  • Welltower made up 0.02% of Hantz Financial Services's portfolio in Q2 2026, its #407 holding.
  • Hantz Financial Services first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.