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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Investment Services's WELL Position: Q1 2026 in Review

Harvest Investment Services increased its Welltower (WELL) stake by 21% in Q1 2026, buying an estimated $664K and bringing the position to 19,154 shares worth $3.79M. The position accounts for 0.69% of the portfolio, ranked #38.

Harvest Investment Services first reported a position in WELL in Q4 2018 and has held it in 12 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Harvest Investment Services held 19,154 shares of Welltower worth $3.79M as of Q1 2026.
Harvest Investment Services bought 3,362 Welltower shares in Q1 2026, an estimated $664K.
Welltower made up 0.69% of Harvest Investment Services's portfolio in Q1 2026, its #38 holding.
Harvest Investment Services first reported a position in Welltower in Q4 2018 and has held it in 12 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.