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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
Q2 		$83.2M Buy
352,513
+39,550
+13% +$8.36M 11.53% 1
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 $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

Hazelview Securities's WELL Position: Q2 2026 in Review

Hazelview Securities increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $8.36M and bringing the position to 352,513 shares worth $83.2M. The position accounts for 11.53% of the portfolio, ranked #1.

Hazelview Securities first reported a position in WELL in Q4 2017 and has held it in 24 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hazelview Securities held 352,513 shares of Welltower worth $83.2M as of Q2 2026.
  • Hazelview Securities bought 39,550 Welltower shares in Q2 2026, an estimated $8.36M.
  • Welltower made up 11.53% of Hazelview Securities's portfolio in Q2 2026, its #1 holding.
  • Hazelview Securities first reported a position in Welltower in Q4 2017 and has held it in 24 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hazelview Securities's 13F filing for Q2 2026, filed 14 Aug 2026.