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HBK Sorce Advisory’s Welltower WELL Stock Holding History

HBK Sorce Advisory’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 		$801K Buy
3,734
+350
+10% +$69.2K 0.02% 282
2025
Q4 		$663K Buy
3,384
+20
+0.6% +$3.74K 0.02% 312
2025
Q3 		$580K Buy
3,364
+85
+3% +$14K 0.01% 326
2025
Q2 		$504K Buy
3,279
+153
+5% +$22.9K 0.01% 339
2025
Q1 		$479K Buy
3,126
+20
+0.6% +$2.85K 0.01% 346
2024
Q4 		$391K Buy
3,106
+153
+5% +$20.1K 0.01% 391
2024
Q3 		$378K Buy
2,953
+44
+2% +$5.13K 0.01% 407
2024
Q2 		$303K Buy
2,909
+38
+1% +$3.72K 0.01% 435
2024
Q1 		$268K Buy
2,871
+124
+5% +$11.2K 0.01% 480
2023
Q4 		$248K Buy
2,747
+18
+0.7% +$1.56K 0.01% 457
2023
Q3 		$224K Buy
2,729
+78
+3% +$6.42K 0.01% 495
2023
Q2 		$214K Buy
+2,651
New +$204K 0.01% 523
2015
Q4 		– Sell
-8,876
Closed -$601K – 231
2015
Q3 		$601K Buy
+8,876
New +$593K 0.2% 83

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

HBK Sorce Advisory's WELL Position: Q1 2026 in Review

HBK Sorce Advisory increased its Welltower (WELL) stake by 10% in Q1 2026, buying an estimated $69.2K and bringing the position to 3,734 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #282.

HBK Sorce Advisory first reported a position in WELL in Q3 2015 and has held it in 13 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • HBK Sorce Advisory held 3,734 shares of Welltower worth $801K as of Q1 2026.
  • HBK Sorce Advisory bought 350 Welltower shares in Q1 2026, an estimated $69.2K.
  • Welltower made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #282 holding.
  • HBK Sorce Advisory first reported a position in Welltower in Q3 2015 and has held it in 13 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.