HHCP
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Hilton Head Capital Partners’s Welltower WELL Stock Holding History

Hilton Head Capital Partners’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 		$40.2K Sell
177
-125
-41% -$26.4K 0.02% 360
2026
Q1 		$59.7K Sell
302
-33
-10% -$6.52K 0.03% 266
2025
Q4 		$62.2K Buy
+335
New +$62.6K 0.04% 254

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

Hilton Head Capital Partners's WELL Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Welltower (WELL) stake by 41% in Q2 2026, selling an estimated $26.4K and leaving 177 shares worth $40.2K. The position accounts for 0.02% of the portfolio, ranked #360.

Hilton Head Capital Partners first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.2K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hilton Head Capital Partners held 177 shares of Welltower worth $40.2K as of Q2 2026.
  • Hilton Head Capital Partners sold 125 Welltower shares in Q2 2026, an estimated $26.4K.
  • Welltower made up 0.02% of Hilton Head Capital Partners's portfolio in Q2 2026, its #360 holding.
  • Hilton Head Capital Partners first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Welltower position peaked at $62.2K in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.