HZ
WELL icon

Hixon Zuercher’s Welltower WELL Stock Holding History

Hixon Zuercher’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 		$217K Buy
+954
New +$202K 0.06% 88
2020
Q1 		– Sell
-24,861
Closed -$2.03M – 56
2019
Q4 		$2.03M Buy
+24,861
New +$2.13M 1.93% 22

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

Hixon Zuercher's WELL Position: Q2 2026 in Review

Hixon Zuercher opened a new position in Welltower (WELL) in Q2 2026: 954 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: Hixon Zuercher previously reported a position in WELL as recently as Q4 2019.

Hixon Zuercher first reported a position in WELL in Q4 2019 and has held it in 2 quarters since. The position peaked at $2.03M in Q4 2019. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hixon Zuercher held 954 shares of Welltower worth $217K as of Q2 2026.
  • Welltower was a new Hixon Zuercher position in Q2 2026.
  • Welltower made up 0.06% of Hixon Zuercher's portfolio in Q2 2026, its #88 holding.
  • Hixon Zuercher first reported a position in Welltower in Q4 2019 and has held it in 2 quarters since.
  • Hixon Zuercher's Welltower position peaked at $2.03M in Q4 2019.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hixon Zuercher's 13F filing for Q2 2026, filed 20 Jul 2026.