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Heritage Family Offices’s Welltower WELL Stock Holding History

Heritage Family Offices’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 		$216K Buy
+950
New +$201K 0.08% 212

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

Heritage Family Offices's WELL Position: Q2 2026 in Review

Heritage Family Offices opened a new position in Welltower (WELL) in Q2 2026: 950 shares worth $216K. The stake represents 0.08% of the portfolio and ranks #212 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Heritage Family Offices held 950 shares of Welltower worth $216K as of Q2 2026.
  • Welltower was a new Heritage Family Offices position in Q2 2026.
  • Welltower made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #212 holding.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.