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Harvest Investment Services’s Welltower WELL Stock Holding History

Harvest Investment 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 		$3.84M Sell
16,911
-2,243
-12% -$474K 0.59% 44
2026
Q1 		$3.79M Buy
19,154
+3,362
+21% +$664K 0.69% 38
2025
Q4 		$2.93M Buy
15,792
+3,715
+31% +$694K 0.55% 54
2025
Q3 		$2.15M Buy
12,077
+2,660
+28% +$437K 0.43% 67
2025
Q2 		$1.45M Buy
9,417
+5,600
+147% +$837K 0.32% 87
2025
Q1 		$585K Buy
+3,817
New +$544K 0.16% 139
2020
Q4 		– Sell
-4,354
Closed -$239K – 251
2020
Q3 		$239K Sell
4,354
-85
-2% -$4.67K 0.14% 181
2020
Q2 		$229K Sell
4,439
-92
-2% -$4.52K 0.14% 174
2020
Q1 		$207K Buy
+4,531
New +$334K 0.28% 88
2019
Q4 		– Sell
-3,808
Closed -$340K – 184
2019
Q3 		$340K Buy
3,808
+73
+2% +$6.35K 0.17% 98
2019
Q2 		$305K Sell
3,735
-624
-14% -$49.1K 0.17% 106
2019
Q1 		$335K Buy
4,359
+128
+3% +$9.6K 0.19% 94
2018
Q4 		$321K Buy
+4,231
New +$288K 0.3% 73

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 $3.38T AUM 44.17% 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 Investment Services's WELL Position: Q2 2026 in Review

Harvest Investment Services reduced its Welltower (WELL) stake by 12% in Q2 2026, selling an estimated $474K and leaving 16,911 shares worth $3.84M. The position accounts for 0.59% of the portfolio, ranked #44.

Harvest Investment Services first reported a position in WELL in Q4 2018 and has held it in 13 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Harvest Investment Services held 16,911 shares of Welltower worth $3.84M as of Q2 2026.
  • Harvest Investment Services sold 2,243 Welltower shares in Q2 2026, an estimated $474K.
  • Welltower made up 0.59% of Harvest Investment Services's portfolio in Q2 2026, its #44 holding.
  • Harvest Investment Services first reported a position in Welltower in Q4 2018 and has held it in 13 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.