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 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

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

HF Advisory Group's WELL Position: Q2 2026 in Review

HF Advisory Group reduced its Welltower (WELL) stake by 7.6% in Q2 2026, selling an estimated $53.5K and leaving 3,086 shares worth $700K. The position accounts for 0.22% of the portfolio, ranked #115.

HF Advisory Group first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

HF Advisory Group held 3,086 shares of Welltower worth $700K as of Q2 2026.
HF Advisory Group sold 253 Welltower shares in Q2 2026, an estimated $53.5K.
Welltower made up 0.22% of HF Advisory Group's portfolio in Q2 2026, its #115 holding.
HF Advisory Group first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.