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HM Payson & Co’s Welltower WELL Stock Holding History

HM Payson & Co’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 		$184K Hold
811
– – ﹤0.01% 464
2026
Q1 		$160K Sell
811
-19
-2% -$3.75K ﹤0.01% 472
2025
Q4 		$154K Hold
830
– – ﹤0.01% 479
2025
Q3 		$148K Buy
830
+255
+44% +$41.9K ﹤0.01% 490
2025
Q2 		$88.4K Buy
575
+42
+8% +$6.28K ﹤0.01% 556
2025
Q1 		$81.7K Hold
533
– – ﹤0.01% 556
2024
Q4 		$67.2K Sell
533
-2
-0.4% -$263 ﹤0.01% 593
2024
Q3 		$68.5K Buy
535
+35
+7% +$4.08K ﹤0.01% 578
2024
Q2 		$52.1K Hold
500
– – ﹤0.01% 596
2024
Q1 		$46.7K Hold
500
– – ﹤0.01% 606
2023
Q4 		$45.1K Hold
500
– – ﹤0.01% 614
2023
Q3 		$41K Hold
500
– – ﹤0.01% 618
2023
Q2 		$40.4K Hold
500
– – ﹤0.01% 619
2023
Q1 		$35.8K Sell
500
-114
-19% -$8.27K ﹤0.01% 632
2022
Q4 		$40.2K Buy
614
+14
+2% +$900 ﹤0.01% 585
2022
Q3 		$39K Buy
600
+400
+200% +$31.3K ﹤0.01% 612
2022
Q2 		$16K Hold
200
– – ﹤0.01% 760
2022
Q1 		$19K Hold
200
– – ﹤0.01% 761
2021
Q4 		$17K Sell
200
-5
-2% -$417 ﹤0.01% 794
2021
Q3 		$17K Buy
205
+5
+3% +$430 ﹤0.01% 769
2021
Q2 		$17K Hold
200
– – ﹤0.01% 774
2021
Q1 		$14K Hold
200
– – ﹤0.01% 835
2020
Q4 		$13K Sell
200
-233
-54% -$14.1K ﹤0.01% 845
2020
Q3 		$24K Sell
433
-67
-13% -$3.68K ﹤0.01% 705
2020
Q2 		$26K Hold
500
– – ﹤0.01% 637
2020
Q1 		$23K Sell
500
-323
-39% -$23.8K ﹤0.01% 622
2019
Q4 		$67K Sell
823
-634
-44% -$54.3K ﹤0.01% 534
2019
Q3 		$132K Buy
1,457
+123
+9% +$10.7K ﹤0.01% 451
2019
Q2 		$109K Buy
+1,334
New +$105K ﹤0.01% 479

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

HM Payson & Co's WELL Position: Q2 2026 in Review

HM Payson & Co held its Welltower (WELL) position steady in Q2 2026 at 811 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

HM Payson & Co first reported a position in WELL in Q2 2019 and has held it in 29 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • HM Payson & Co held 811 shares of Welltower worth $184K as of Q2 2026.
  • HM Payson & Co left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #464 holding.
  • HM Payson & Co first reported a position in Welltower in Q2 2019 and has held it in 29 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.