HWA
WELL icon

Hilltop Wealth Advisors’s Welltower WELL Stock Holding History

Hilltop 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 		$265K Buy
1,168
+22
+2% +$4.65K 0.13% 63
2026
Q1 		$227K Buy
1,146
+32
+3% +$6.32K 0.14% 51
2025
Q4 		$207K Buy
+1,114
New +$208K 0.1% 52

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

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

Hilltop Wealth Advisors increased its Welltower (WELL) stake by 1.9% in Q2 2026, buying an estimated $4.65K and bringing the position to 1,168 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #63.

Hilltop Wealth Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hilltop Wealth Advisors held 1,168 shares of Welltower worth $265K as of Q2 2026.
  • Hilltop Wealth Advisors bought 22 Welltower shares in Q2 2026, an estimated $4.65K.
  • Welltower made up 0.13% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Hilltop Wealth Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.