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WELL icon

Hazelview Securities’s Welltower WELL Stock Holding History

Hazelview Securities’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 		$61.9M Buy
312,963
+142,180
+83% +$28.1M 11.52% 2
2025
Q4 		$31.9M Sell
170,783
-44,283
-21% -$8.27M 6.15% 3
2025
Q3 		$38.3M Sell
215,066
-59,782
-22% -$9.83M 7.22% 3
2025
Q2 		$41.7M Buy
274,848
+16,279
+6% +$2.43M 7.39% 3
2025
Q1 		$39.6M Buy
258,569
+17,452
+7% +$2.49M 7.2% 3
2024
Q4 		$29.9M Buy
+241,117
New +$31.6M 5.46% 6
2024
Q2 		$34.3M Buy
325,502
+90,851
+39% +$8.9M 6.48% 4
2024
Q1 		$21.6M Buy
234,651
+49,400
+27% +$4.47M 4.07% 9
2023
Q4 		$16.2M Sell
185,251
-45,310
-20% -$3.93M 2.91% 16
2023
Q3 		$18.8M Sell
230,561
-481,381
-68% -$39.6M 3.43% 16
2023
Q2 		$57.8M Buy
+711,942
New +$54.9M 8.93% 3
2022
Q4 		$38M Buy
579,736
+158,600
+38% +$10.2M 5.7% 7
2022
Q3 		$27.1M Sell
421,136
-230,022
-35% -$18M 4.11% 11
2022
Q2 		$53.6M Buy
651,158
+154,160
+31% +$13.7M 7.2% 4
2022
Q1 		$47.6M Buy
496,998
+113,080
+29% +$9.82M 6.16% 5
2021
Q4 		$32.8M Buy
383,918
+23,900
+7% +$1.99M 4.13% 12
2021
Q3 		$30.2M Sell
360,018
-19,985
-5% -$1.72M 3.86% 13
2021
Q2 		$32.3M Sell
380,003
-153,920
-29% -$11.8M 4.27% 10
2021
Q1 		$38.9M Sell
533,923
-8,800
-2% -$591K 5.93% 3
2020
Q4 		$33.4M Buy
542,723
+54,023
+11% +$3.28M 5.98% 2
2020
Q3 		$28.3M Buy
488,700
+115,000
+31% +$6.31M 5.29% 4
2020
Q2 		$19.7M Buy
+373,700
New +$18.4M 4.09% 11
2018
Q1 		– Sell
-50,800
Closed -$3.24M – 44
2017
Q4 		$3.24M Buy
+50,800
New +$3.41M 0.95% 32

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hazelview Securities's WELL Position: Q1 2026 in Review

Hazelview Securities increased its Welltower (WELL) stake by 83% in Q1 2026, buying an estimated $28.1M and bringing the position to 312,963 shares worth $61.9M. The position accounts for 11.52% of the portfolio, ranked #2.

Hazelview Securities first reported a position in WELL in Q4 2017 and has held it in 23 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Hazelview Securities held 312,963 shares of Welltower worth $61.9M as of Q1 2026.
  • Hazelview Securities bought 142,180 Welltower shares in Q1 2026, an estimated $28.1M.
  • Welltower made up 11.52% of Hazelview Securities's portfolio in Q1 2026, its #2 holding.
  • Hazelview Securities first reported a position in Welltower in Q4 2017 and has held it in 23 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Hazelview Securities's 13F filing for Q1 2026, filed 14 May 2026.