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Harmony Asset Management’s Welltower WELL Stock Holding History

Harmony Asset 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 		$204K Sell
898
-526
-37% -$111K 0.05% 198
2026
Q1 		$282K Buy
1,424
+56
+4% +$11.1K 0.09% 162
2025
Q4 		$254K Buy
1,368
+17
+1% +$3.17K 0.09% 157
2025
Q3 		$241K Hold
1,351
– – 0.08% 155
2025
Q2 		$208K Hold
1,351
– – 0.08% 167
2025
Q1 		$207K Buy
+1,351
New +$192K 0.09% 158

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

Harmony Asset Management's WELL Position: Q2 2026 in Review

Harmony Asset Management reduced its Welltower (WELL) stake by 37% in Q2 2026, selling an estimated $111K and leaving 898 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #198.

Harmony Asset Management first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $282K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Harmony Asset Management held 898 shares of Welltower worth $204K as of Q2 2026.
  • Harmony Asset Management sold 526 Welltower shares in Q2 2026, an estimated $111K.
  • Welltower made up 0.05% of Harmony Asset Management's portfolio in Q2 2026, its #198 holding.
  • Harmony Asset Management first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Harmony Asset Management's Welltower position peaked at $282K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.