Harbour Trust & Investment Management’s Welltower WELL Stock Holding History

Harbour Trust & 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	$12.3M	Sell	54,086 -994	-2%	-$210K	1.18%	28
2026 Q1	$10.9M	Buy	55,080 +473	+0.9%	+$93.5K	1.16%	27
2025 Q4	$10.1M	Sell	54,607 -11	-0%	-$2.06K	1.03%	29
2025 Q3	$9.73M	Sell	54,618 -484	-0.9%	-$79.6K	1.01%	30
2025 Q2	$8.47M	Buy	55,102 +683	+1%	+$102K	0.94%	33
2025 Q1	$8.34M	Sell	54,419 -1,266	-2%	-$180K	1.01%	31
2024 Q4	$7.02M	Buy	55,685 +140	+0.3%	+$18.4K	0.8%	40
2024 Q3	$7.11M	Sell	55,545 -178	-0.3%	-$20.8K	0.81%	40
2024 Q2	$5.81M	Buy	55,723 +1,695	+3%	+$166K	0.69%	43
2024 Q1	$5.05M	Sell	54,028 -5,958	-10%	-$539K	0.63%	50
2023 Q4	$5.41M	Buy	+59,986	New	+$5.2M	0.76%	44

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Harbour Trust & Investment Management's WELL Position: Q2 2026 in Review

Harbour Trust & Investment Management reduced its Welltower (WELL) stake by 1.8% in Q2 2026, selling an estimated $210K and leaving 54,086 shares worth $12.3M. The position accounts for 1.18% of the portfolio, ranked #28.

Harbour Trust & Investment Management first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 656 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Harbour Trust & Investment Management held 54,086 shares of Welltower worth $12.3M as of Q2 2026.
Harbour Trust & Investment Management sold 994 Welltower shares in Q2 2026, an estimated $210K.
Welltower made up 1.18% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #28 holding.
Harbour Trust & Investment Management first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
656 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.