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Harbour Investments’s Welltower WELL Stock Holding History

Harbour Investments’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 		$1.28M Buy
5,626
+130
+2% +$27.5K 0.02% 728
2026
Q1 		$1.09M Buy
5,496
+1,487
+37% +$294K 0.02% 732
2025
Q4 		$744K Sell
4,009
-59
-1% -$11K 0.02% 706
2025
Q3 		$725K Buy
4,068
+91
+2% +$15K 0.02% 678
2025
Q2 		$611K Buy
3,977
+29
+0.7% +$4.33K 0.02% 695
2025
Q1 		$605K Buy
3,948
+462
+13% +$65.8K 0.02% 646
2024
Q4 		$439K Sell
3,486
-729
-17% -$95.7K 0.01% 732
2024
Q3 		$540K Buy
4,215
+156
+4% +$18.2K 0.02% 636
2024
Q2 		$423K Buy
4,059
+355
+10% +$34.8K 0.01% 663
2024
Q1 		$346K Buy
3,704
+562
+18% +$50.9K 0.01% 725
2023
Q4 		$283K Buy
3,142
+1,503
+92% +$130K 0.01% 727
2023
Q3 		$134K Buy
1,639
+413
+34% +$34K 0.01% 933
2023
Q2 		$99.2K Sell
1,226
-91
-7% -$7.01K ﹤0.01% 1065
2023
Q1 		$94.4K Sell
1,317
-55
-4% -$3.99K 0.01% 1069
2022
Q4 		$89.9K Buy
1,372
+5
+0.4% +$321 0.01% 1048
2022
Q3 		$113K Hold
1,367
– – 0.01% 916
2022
Q2 		$113K Buy
+1,367
New +$122K 0.01% 916
2021
Q4 		$113K Sell
1,315
-2,424
-65% -$202K 0.01% 927
2021
Q3 		$308K Buy
3,739
+73
+2% +$6.27K 0.01% 830
2021
Q2 		$305K Sell
3,666
-50
-1% -$3.83K 0.01% 865
2021
Q1 		$266K Buy
+3,716
New +$250K 0.01% 850

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

Harbour Investments's WELL Position: Q2 2026 in Review

Harbour Investments increased its Welltower (WELL) stake by 2.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 5,626 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #728.

Harbour Investments first reported a position in WELL in Q1 2021 and has held it in 21 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Harbour Investments held 5,626 shares of Welltower worth $1.28M as of Q2 2026.
  • Harbour Investments bought 130 Welltower shares in Q2 2026, an estimated $27.5K.
  • Welltower made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #728 holding.
  • Harbour Investments first reported a position in Welltower in Q1 2021 and has held it in 21 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.