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Harbor Investment Advisory’s Welltower WELL Stock Holding History

Harbor Investment Advisory’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 		$1.73M Buy
7,613
+1,247
+20% +$264K 0.12% 138
2026
Q1 		$1.26M Buy
6,366
+376
+6% +$74.3K 0.1% 165
2025
Q4 		$1.11M Buy
5,990
+2,797
+88% +$522K 0.08% 182
2025
Q3 		$569K Buy
3,193
+210
+7% +$34.5K 0.05% 262
2025
Q2 		$459K Buy
2,983
+217
+8% +$32.4K 0.04% 275
2025
Q1 		$424K Buy
2,766
+1,170
+73% +$167K 0.04% 271
2024
Q4 		$201K Hold
1,596
– – 0.02% 347
2024
Q3 		$204K Sell
1,596
-3
-0.2% -$350 0.02% 337
2024
Q2 		$167K Buy
1,599
+3
+0.2% +$294 0.02% 364
2024
Q1 		$149K Hold
1,596
– – 0.02% 382
2023
Q4 		$144K Hold
1,596
– – 0.02% 369
2023
Q3 		$131K Hold
1,596
– – 0.02% 366
2023
Q2 		$129K Hold
1,596
– – 0.02% 435
2023
Q1 		$114K Buy
1,596
+28
+2% +$2.03K 0.02% 460
2022
Q4 		$103K Buy
1,568
+567
+57% +$36.5K 0.02% 485
2022
Q3 		$64K Buy
1,001
+71
+8% +$5.55K 0.01% 603
2022
Q2 		$77K Hold
930
– – 0.01% 566
2022
Q1 		$89K Buy
930
+430
+86% +$37.3K 0.01% 569
2021
Q4 		$43K Hold
500
– – 0.01% 785
2021
Q3 		$41K Hold
500
– – 0.01% 788
2021
Q2 		$42K Sell
500
-50
-9% -$3.83K 0.01% 744
2021
Q1 		$39K Buy
550
+500
+1,000% +$33.6K 0.01% 741
2020
Q4 		$3K Hold
50
– – ﹤0.01% 1075
2020
Q3 		$3K Sell
50
-80
-62% -$4.39K ﹤0.01% 1001
2020
Q2 		$7K Hold
130
– – ﹤0.01% 838
2020
Q1 		$6K Hold
130
– – ﹤0.01% 842
2019
Q4 		$11K Buy
+130
New +$11.1K ﹤0.01% 626

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Harbor Investment Advisory's WELL Position: Q2 2026 in Review

Harbor Investment Advisory increased its Welltower (WELL) stake by 20% in Q2 2026, buying an estimated $264K and bringing the position to 7,613 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #138.

Harbor Investment Advisory first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. 428 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Harbor Investment Advisory held 7,613 shares of Welltower worth $1.73M as of Q2 2026.
  • Harbor Investment Advisory bought 1,247 Welltower shares in Q2 2026, an estimated $264K.
  • Welltower made up 0.12% of Harbor Investment Advisory's portfolio in Q2 2026, its #138 holding.
  • Harbor Investment Advisory first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • 428 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.