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HHM Wealth Advisors’s Welltower WELL Stock Holding History

HHM Wealth Advisors’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 		$172K Buy
760
+38
+5% +$8.03K 0.02% 226
2026
Q1 		$143K Buy
722
+22
+3% +$4.35K 0.02% 223
2025
Q4 		$130K Hold
700
– – 0.02% 238
2025
Q3 		$125K Sell
700
-16
-2% -$2.63K 0.01% 255
2025
Q2 		$110K Hold
716
– – 0.01% 264
2025
Q1 		$110K Hold
716
– – 0.01% 258
2024
Q4 		$90.2K Buy
716
+16
+2% +$2.1K 0.01% 275
2024
Q3 		$89.6K Hold
700
– – 0.01% 263
2024
Q2 		$73K Buy
700
+430
+159% +$42.1K 0.01% 285
2024
Q1 		$25.2K Hold
270
– – ﹤0.01% 385
2023
Q4 		$24.3K Sell
270
-18
-6% -$1.56K ﹤0.01% 389
2023
Q3 		$23.6K Hold
288
– – ﹤0.01% 380
2023
Q2 		$23.3K Sell
288
-98
-25% -$7.55K ﹤0.01% 399
2023
Q1 		$27.7K Hold
386
– – 0.01% 367
2022
Q4 		$25.3K Buy
386
+135
+54% +$8.68K 0.01% 331
2022
Q3 		$16K Sell
251
-1,203
-83% -$94K ﹤0.01% 380
2022
Q2 		$120K Hold
1,454
– – 0.03% 179
2022
Q1 		$140K Buy
1,454
+154
+12% +$13.4K 0.03% 179
2021
Q4 		$112K Buy
1,300
+400
+44% +$33.3K 0.03% 206
2021
Q3 		$74K Hold
900
– – 0.02% 246
2021
Q2 		$75K Hold
900
– – 0.02% 240
2021
Q1 		$64K Hold
900
– – 0.02% 246
2020
Q4 		$58K Hold
900
– – 0.02% 242
2020
Q3 		$50K Hold
900
– – 0.02% 223
2020
Q2 		$47K Buy
900
+200
+29% +$9.83K 0.02% 232
2020
Q1 		$32K Buy
+700
New +$51.6K 0.02% 250

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

HHM Wealth Advisors's WELL Position: Q2 2026 in Review

HHM Wealth Advisors increased its Welltower (WELL) stake by 5.3% in Q2 2026, buying an estimated $8.03K and bringing the position to 760 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #226.

HHM Wealth Advisors first reported a position in WELL in Q1 2020 and has held it in 26 quarters since. 475 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • HHM Wealth Advisors held 760 shares of Welltower worth $172K as of Q2 2026.
  • HHM Wealth Advisors bought 38 Welltower shares in Q2 2026, an estimated $8.03K.
  • Welltower made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • HHM Wealth Advisors first reported a position in Welltower in Q1 2020 and has held it in 26 quarters since.
  • 475 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.