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Hoey Investments’s Welltower WELL Stock Holding History

Hoey Investments’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 		$908 Buy
+4
New +$846 ﹤0.01% 385
2025
Q4 		– Sell
-10
Closed -$1.78K – 441
2025
Q3 		$1.78K Buy
+10
New +$1.64K ﹤0.01% 346

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

Hoey Investments's WELL Position: Q2 2026 in Review

Hoey Investments opened a new position in Welltower (WELL) in Q2 2026: 4 shares worth $908. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Hoey Investments previously reported a position in WELL as recently as Q3 2025.

Hoey Investments first reported a position in WELL in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.78K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hoey Investments held 4 shares of Welltower worth $908 as of Q2 2026.
  • Welltower was a new Hoey Investments position in Q2 2026.
  • Welltower made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #385 holding.
  • Hoey Investments first reported a position in Welltower in Q3 2025 and has held it in 2 quarters since.
  • Hoey Investments's Welltower position peaked at $1.78K in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.