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Hengehold Capital Management’s Welltower WELL Stock Holding History

Hengehold Capital 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 		$223K Buy
+981
New +$207K 0.02% 219
2017
Q3 		– Sell
-28,730
Closed -$2.15M – 110
2017
Q2 		$2.15M Buy
28,730
+442
+2% +$32.3K 0.6% 34
2017
Q1 		$2M Buy
28,288
+2,636
+10% +$178K 0.55% 41
2016
Q4 		$1.72M Sell
25,652
-114
-0.4% -$7.55K 0.52% 47
2016
Q3 		$1.93M Sell
25,766
-2,304
-8% -$176K 0.61% 33
2016
Q2 		$2.14M Sell
28,070
-1,350
-5% -$95.9K 0.7% 24
2016
Q1 		$2.04M Buy
29,420
+387
+1% +$25K 0.66% 28
2015
Q4 		$1.98M Buy
29,033
+11
+0% +$718 0.71% 30
2015
Q3 		$1.97M Sell
29,022
-523
-2% -$34.9K 0.85% 25
2015
Q2 		$1.94M Sell
29,545
-718
-2% -$51.5K 0.69% 26
2015
Q1 		$2.34M Sell
30,263
-1,301
-4% -$102K 0.81% 20
2014
Q4 		$2.39M Sell
31,564
-193
-0.6% -$13.8K 0.84% 19
2014
Q3 		$1.98M Buy
31,757
+266
+0.8% +$17.2K 0.67% 26
2014
Q2 		$1.97M Buy
31,491
+289
+0.9% +$18.2K 0.66% 28
2014
Q1 		$1.86M Buy
31,202
+4,108
+15% +$235K 0.63% 31
2013
Q4 		$1.45M Buy
27,094
+5,136
+23% +$305K 0.51% 42
2013
Q3 		$1.37M Buy
21,958
+366
+2% +$23.3K 0.55% 38
2013
Q2 		$1.45M Buy
+21,592
New +$1.53M 0.62% 32

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 $3.38T AUM 44.17% 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

Hengehold Capital Management's WELL Position: Q2 2026 in Review

Hengehold Capital Management opened a new position in Welltower (WELL) in Q2 2026: 981 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Hengehold Capital Management previously reported a position in WELL as recently as Q2 2017.

Hengehold Capital Management first reported a position in WELL in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.39M in Q4 2014. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hengehold Capital Management held 981 shares of Welltower worth $223K as of Q2 2026.
  • Welltower was a new Hengehold Capital Management position in Q2 2026.
  • Welltower made up 0.02% of Hengehold Capital Management's portfolio in Q2 2026, its #219 holding.
  • Hengehold Capital Management first reported a position in Welltower in Q2 2013 and has held it in 18 quarters since.
  • Hengehold Capital Management's Welltower position peaked at $2.39M in Q4 2014.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.