Havemeyer Place’s Welltower WELL Stock Holding History

Havemeyer Place’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	–	Sell	-1,136	Closed	-$211K	–	710
2025 Q4	$211K	Buy	+1,136	New	+$212K	0.04%	421

Other funds holding WELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $1.88T AUM 44.46% 1-Year Est. Return

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

Havemeyer Place's WELL Position: Q1 2026 in Review

Havemeyer Place sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,136 shares — an estimated $211K sold.

Havemeyer Place first reported a position in WELL in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 1,489 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Havemeyer Place reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Havemeyer Place sold 1,136 Welltower shares in Q1 2026, an estimated $211K.
Havemeyer Place first reported a position in Welltower in Q4 2025 and held it in 1 quarter.
Havemeyer Place's Welltower position peaked at $211K in Q4 2025.
1,489 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Havemeyer Place's 13F filing for Q1 2026, filed 13 May 2026.