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Hardy Reed’s Welltower WELL Stock Holding History

Hardy Reed’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 		$390K Sell
1,970
-30
-2% -$5.93K 0.03% 165
2025
Q4 		$371K Buy
2,000
+210
+12% +$39.2K 0.03% 173
2025
Q3 		$319K Buy
1,790
+217
+14% +$35.7K 0.02% 189
2025
Q2 		$242K Buy
+1,573
New +$235K 0.02% 211

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hardy Reed's WELL Position: Q1 2026 in Review

Hardy Reed reduced its Welltower (WELL) stake by 1.5% in Q1 2026, selling an estimated $5.93K and leaving 1,970 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #165.

Hardy Reed first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Hardy Reed held 1,970 shares of Welltower worth $390K as of Q1 2026.
  • Hardy Reed sold 30 Welltower shares in Q1 2026, an estimated $5.93K.
  • Welltower made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #165 holding.
  • Hardy Reed first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.