HI
WELL icon

Hendershot Investments’s Welltower WELL Stock Holding History

Hendershot Investments’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 		$710K Hold
3,126
– – 0.09% 73
2026
Q1 		$618K Hold
3,126
– – 0.08% 77
2025
Q4 		$580K Sell
3,126
-120
-4% -$22.4K 0.07% 77
2025
Q3 		$578K Hold
3,246
– – 0.07% 80
2025
Q2 		$499K Sell
3,246
-827
-20% -$124K 0.07% 85
2025
Q1 		$624K Sell
4,073
-43
-1% -$6.13K 0.08% 78
2024
Q4 		$519K Hold
4,116
– – 0.07% 85
2024
Q3 		$527K Sell
4,116
-1,026
-20% -$120K 0.07% 86
2024
Q2 		$536K Sell
5,142
-600
-10% -$58.8K 0.08% 85
2024
Q1 		$537K Hold
5,742
– – 0.08% 80
2023
Q4 		$518K Hold
5,742
– – 0.08% 82
2023
Q3 		$470K Sell
5,742
-185
-3% -$15.2K 0.08% 81
2023
Q2 		$479K Sell
5,927
-500
-8% -$38.5K 0.08% 85
2023
Q1 		$461K Sell
6,427
-803
-11% -$58.2K 0.08% 89
2022
Q4 		$474K Buy
7,230
+28
+0.4% +$1.8K 0.08% 95
2022
Q3 		$463K Hold
7,202
– – 0.09% 94
2022
Q2 		$593K Hold
7,202
– – 0.1% 90
2022
Q1 		$692K Hold
7,202
– – 0.11% 89
2021
Q4 		$618K Buy
+7,202
New +$600K 0.09% 92

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Hendershot Investments's WELL Position: Q2 2026 in Review

Hendershot Investments held its Welltower (WELL) position steady in Q2 2026 at 3,126 shares worth $710K. The position accounts for 0.09% of the portfolio, ranked #73.

Hendershot Investments first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,126 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hendershot Investments held 3,126 shares of Welltower worth $710K as of Q2 2026.
  • Hendershot Investments left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.09% of Hendershot Investments's portfolio in Q2 2026, its #73 holding.
  • Hendershot Investments first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hendershot Investments's 13F filing for Q2 2026, filed 12 Aug 2026.