Harbor Capital Advisors’s Welltower WELL Stock Holding History

Harbor Capital Advisors’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	–	Sell	-757	Closed	-$141K	–	1502
2025 Q4	$141K	Buy	757 +599	+379%	+$112K	0.01%	664
2025 Q3	$28K	Sell	158 -17	-10%	-$2.79K	﹤0.01%	741
2025 Q2	$27K	Sell	175 -9	-5%	-$1.34K	﹤0.01%	764
2025 Q1	$28K	Buy	+184	New	+$26.2K	﹤0.01%	769
2024 Q4	–	Sell	-43	Closed	-$6K	–	1357
2024 Q3	$6K	Buy	+43	New	+$5.02K	﹤0.01%	1112

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

Harbor Capital Advisors's WELL Position: Q1 2026 in Review

Harbor Capital Advisors sold out of Welltower (WELL) in Q1 2026, closing a stake of 757 shares — an estimated $141K sold.

Harbor Capital Advisors first reported a position in WELL in Q3 2024 and held it in 5 quarters. The position peaked at $141K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Harbor Capital Advisors reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Harbor Capital Advisors sold 757 Welltower shares in Q1 2026, an estimated $141K.
Harbor Capital Advisors first reported a position in Welltower in Q3 2024 and held it in 5 quarters.
Harbor Capital Advisors's Welltower position peaked at $141K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.