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HB Wealth Management’s Welltower WELL Stock Holding History

HB Wealth Management’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 		$4.19M Buy
18,444
+584
+3% +$123K 0.02% 310
2026
Q1 		$3.53M Buy
17,860
+1,149
+7% +$227K 0.02% 315
2025
Q4 		$3.1M Buy
16,711
+686
+4% +$128K 0.02% 333
2025
Q3 		$2.85M Buy
16,025
+3,478
+28% +$572K 0.02% 343
2025
Q2 		$1.93M Buy
12,547
+256
+2% +$38.3K 0.02% 384
2025
Q1 		$1.88M Buy
12,291
+3,100
+34% +$442K 0.02% 396
2024
Q4 		$1.16M Buy
9,191
+562
+7% +$73.8K 0.01% 389
2024
Q3 		$1.1M Buy
8,629
+1,429
+20% +$167K 0.01% 373
2024
Q2 		$751K Buy
7,200
+1,287
+22% +$126K 0.01% 436
2024
Q1 		$553K Buy
5,913
+292
+5% +$26.4K 0.01% 471
2023
Q4 		$507K Buy
5,621
+577
+11% +$50.1K 0.01% 457
2023
Q3 		$413K Buy
5,044
+1,141
+29% +$93.8K 0.01% 483
2023
Q2 		$316K Buy
3,903
+737
+23% +$56.8K 0.01% 531
2023
Q1 		$227K Buy
+3,166
New +$230K ﹤0.01% 637

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

HB Wealth Management's WELL Position: Q2 2026 in Review

HB Wealth Management increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $123K and bringing the position to 18,444 shares worth $4.19M. The position accounts for 0.02% of the portfolio, ranked #310.

HB Wealth Management first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • HB Wealth Management held 18,444 shares of Welltower worth $4.19M as of Q2 2026.
  • HB Wealth Management bought 584 Welltower shares in Q2 2026, an estimated $123K.
  • Welltower made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #310 holding.
  • HB Wealth Management first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.