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HF Advisory Group’s Welltower WELL Stock Holding History

HF Advisory Group’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
Q3 		$638K Sell
2,772
-314
-10% -$74.3K 0.19% 117
2026
Q2 		$700K Sell
3,086
-253
-8% -$53.5K 0.22% 115
2026
Q1 		$660K Sell
3,339
-48
-1% -$9.49K 0.22% 112
2025
Q4 		$629K Sell
3,387
-302
-8% -$56.4K 0.22% 118
2025
Q3 		$657K Sell
3,689
-26
-0.7% -$4.27K 0.24% 119
2025
Q2 		$571K Sell
3,715
-620
-14% -$92.7K 0.23% 120
2025
Q1 		$664K Sell
4,335
-16
-0.4% -$2.28K 0.29% 110
2024
Q4 		$548K Sell
4,351
-776
-15% -$102K 0.25% 117
2024
Q3 		$656K Sell
5,127
-365
-7% -$42.6K 0.31% 112
2024
Q2 		$573K Buy
5,492
+6
+0.1% +$588 0.3% 115
2024
Q1 		$513K Buy
5,486
+340
+7% +$30.8K 0.29% 110
2023
Q4 		$464K Sell
5,146
-531
-9% -$46.1K 0.3% 108
2023
Q3 		$464K Sell
5,677
-101
-2% -$8.31K 0.34% 93
2023
Q2 		$467K Buy
5,778
+1,040
+22% +$80.1K 0.37% 90
2023
Q1 		$340K Sell
4,738
-3
-0.1% -$218 0.3% 102
2022
Q4 		$311K Buy
+4,741
New +$305K 0.31% 102

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM

HF Advisory Group's WELL Position: Q3 2026 in Review

HF Advisory Group reduced its Welltower (WELL) stake by 10% in Q3 2026, selling an estimated $74.3K and leaving 2,772 shares worth $638K. The position accounts for 0.19% of the portfolio, ranked #117.

HF Advisory Group first reported a position in WELL in Q4 2022 and has held it in 16 quarters since. The position peaked at $700K in Q2 2026. 72 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • HF Advisory Group held 2,772 shares of Welltower worth $638K as of Q3 2026.
  • HF Advisory Group sold 314 Welltower shares in Q3 2026, an estimated $74.3K.
  • Welltower made up 0.19% of HF Advisory Group's portfolio in Q3 2026, its #117 holding.
  • HF Advisory Group first reported a position in Welltower in Q4 2022 and has held it in 16 quarters since.
  • HF Advisory Group's Welltower position peaked at $700K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.