Hazlett, Burt & Watson’s Welltower WELL Stock Holding History

Hazlett, Burt & Watson’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	$41K	Hold	182	–	–	0.01%	493
2026 Q1	$36K	Buy	182 +40	+28%	+$7.91K	0.01%	505
2025 Q4	$26K	Hold	142	–	–	0.01%	555
2025 Q3	$26K	Hold	142	–	–	0.01%	519
2025 Q2	$22K	Hold	142	–	–	0.01%	489
2025 Q1	$22K	Hold	142	–	–	0.01%	481
2024 Q4	$18K	Hold	142	–	–	0.01%	482
2024 Q3	$18K	Hold	142	–	–	0.01%	481
2024 Q2	$15K	Hold	142	–	–	0.01%	483
2024 Q1	$13K	Hold	142	–	–	0.01%	492
2023 Q4	$12K	Hold	142	–	–	0.01%	479
2023 Q3	$12K	Hold	142	–	–	0.01%	485
2023 Q2	$11K	Sell	142 -10	-7%	-$770	0.01%	470
2023 Q1	$12K	Buy	152 +10	+7%	+$725	0.01%	436
2022 Q4	$9K	Hold	142	–	–	0.01%	474
2022 Q3	$9K	Hold	142	–	–	0.01%	469
2022 Q2	$12K	Hold	142	–	–	0.01%	441
2022 Q1	$14K	Buy	+142	New	+$12.3K	0.01%	436

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Hazlett, Burt & Watson's WELL Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Welltower (WELL) position steady in Q2 2026 at 182 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #493.

Hazlett, Burt & Watson first reported a position in WELL in Q1 2022 and has held it in 18 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Hazlett, Burt & Watson held 182 shares of Welltower worth $41K as of Q2 2026.
Hazlett, Burt & Watson left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #493 holding.
Hazlett, Burt & Watson first reported a position in Welltower in Q1 2022 and has held it in 18 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.