HFM
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Harvest Fund Management’s Welltower WELL Stock Holding History

Harvest Fund 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 		$628K Sell
2,769
-556
-17% -$118K 0.02% 193
2026
Q1 		$657K Sell
3,325
-17,548
-84% -$3.47M 0.03% 191
2025
Q4 		$3.4M Buy
20,873
+3,251
+18% +$607K 0.13% 114
2025
Q3 		$2.8M Sell
17,622
-1,951
-10% -$321K 0.12% 121
2025
Q2 		$2.93M Buy
19,573
+8,570
+78% +$1.28M 0.14% 115
2025
Q1 		$1.62M Buy
11,003
+8,508
+341% +$1.21M 0.08% 155
2024
Q4 		$314K Sell
2,495
-11,328
-82% -$1.49M 0.01% 402
2024
Q3 		$1.77M Buy
13,823
+5,956
+76% +$695K 0.11% 131
2024
Q2 		$821K Buy
7,867
+2,278
+41% +$223K 0.06% 189
2024
Q1 		$522K Buy
5,589
+3,522
+170% +$319K 0.05% 204
2023
Q4 		$186K Hold
2,067
– – 0.03% 240
2023
Q3 		$169K Buy
2,067
+1,152
+126% +$94.7K 0.03% 247
2023
Q2 		$74K Hold
915
– – 0.01% 371
2023
Q1 		$66K Hold
915
– – 0.01% 424
2022
Q4 		$60K Hold
915
– – 0.02% 439
2022
Q3 		$59K Hold
915
– – 0.02% 394
2022
Q2 		$75K Buy
915
+133
+17% +$11.8K 0.02% 355
2022
Q1 		$75K Sell
782
-218
-22% -$18.9K 0.02% 377
2021
Q4 		$85K Sell
1,000
-645
-39% -$53.8K 0.01% 366
2021
Q3 		$135K Buy
1,645
+355
+28% +$30.5K 0.03% 227
2021
Q2 		$107K Hold
1,290
– – 0.01% 260
2021
Q1 		$92K Sell
1,290
-765
-37% -$51.4K 0.01% 270
2020
Q4 		$132K Buy
2,055
+1,807
+729% +$110K 0.01% 209
2020
Q3 		$14K Sell
248
-2,702
-92% -$148K ﹤0.01% 501
2020
Q2 		$158K Buy
2,950
+2,100
+247% +$103K 0.01% 178
2020
Q1 		$38K Buy
850
+200
+31% +$14.8K ﹤0.01% 338
2019
Q4 		$72K Buy
+650
New +$55.7K 0.01% 252
2017
Q2 		– Sell
-702
Closed -$50K – 244
2017
Q1 		$50K Sell
702
-300
-30% -$20.2K 0.01% 146
2016
Q4 		$67K Buy
+1,002
New +$66.4K 0.01% 134

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

Harvest Fund Management's WELL Position: Q2 2026 in Review

Harvest Fund Management reduced its Welltower (WELL) stake by 17% in Q2 2026, selling an estimated $118K and leaving 2,769 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #193.

Harvest Fund Management first reported a position in WELL in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.4M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Harvest Fund Management held 2,769 shares of Welltower worth $628K as of Q2 2026.
  • Harvest Fund Management sold 556 Welltower shares in Q2 2026, an estimated $118K.
  • Welltower made up 0.02% of Harvest Fund Management's portfolio in Q2 2026, its #193 holding.
  • Harvest Fund Management first reported a position in Welltower in Q4 2016 and has held it in 29 quarters since.
  • Harvest Fund Management's Welltower position peaked at $3.4M in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.