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 Q2	$907K	Buy	3,821 +87	+2%	+$18.4K	0.02%	275
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 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

HBK Sorce Advisory's WELL Position: Q2 2026 in Review

HBK Sorce Advisory increased its Welltower (WELL) stake by 2.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,821 shares worth $907K. The position accounts for 0.02% of the portfolio, ranked #275.

HBK Sorce Advisory first reported a position in WELL in Q3 2015 and has held it in 14 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

HBK Sorce Advisory held 3,821 shares of Welltower worth $907K as of Q2 2026.
HBK Sorce Advisory bought 87 Welltower shares in Q2 2026, an estimated $18.4K.
Welltower made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #275 holding.
HBK Sorce Advisory first reported a position in Welltower in Q3 2015 and has held it in 14 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.