Harel Insurance Investments & Financial Services’s Welltower WELL Stock Holding History

Harel Insurance Investments & Financial Services’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	$148K	Hold	650	–	–	﹤0.01%	363
2026 Q1	$129K	Sell	650 -150	-19%	-$29.6K	﹤0.01%	345
2025 Q4	$148K	Hold	800	–	–	﹤0.01%	295
2025 Q3	$142K	Buy	+800	New	+$131K	﹤0.01%	317
2025 Q1	–	Sell	-541	Closed	-$68K	–	560
2024 Q4	$68K	Buy	+541	New	+$71K	﹤0.01%	287
2023 Q2	–	Sell	-1,850	Closed	-$131K	–	802
2023 Q1	$131K	Buy	+1,850	New	+$134K	﹤0.01%	378

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WELL Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its Welltower (WELL) position steady in Q2 2026 at 650 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Harel Insurance Investments & Financial Services first reported a position in WELL in Q1 2023 and has held it in 6 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Harel Insurance Investments & Financial Services held 650 shares of Welltower worth $148K as of Q2 2026.
Harel Insurance Investments & Financial Services left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #363 holding.
Harel Insurance Investments & Financial Services first reported a position in Welltower in Q1 2023 and has held it in 6 quarters since.
1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.