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Horizon Investments’s Welltower WELL Stock Holding History

Horizon 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
Q1 		$4.93M Buy
25,027
+1,185
+5% +$234K 0.06% 290
2025
Q4 		$4.43M Sell
23,842
-22,525
-49% -$4.21M 0.06% 269
2025
Q3 		$8.23M Buy
46,367
+9,600
+26% +$1.58M 0.11% 159
2025
Q2 		$5.63M Buy
36,767
+27,949
+317% +$4.18M 0.09% 177
2025
Q1 		$1.35M Buy
8,818
+840
+11% +$120K 0.04% 237
2024
Q4 		$1.01M Buy
7,978
+95
+1% +$12.5K 0.03% 267
2024
Q3 		$1M Sell
7,883
-775
-9% -$90.4K 0.03% 264
2024
Q2 		$903K Buy
8,658
+643
+8% +$63K 0.03% 272
2024
Q1 		$744K Buy
8,015
+284
+4% +$25.7K 0.02% 293
2023
Q4 		$697K Buy
7,731
+559
+8% +$48.5K 0.02% 281
2023
Q3 		$583K Buy
7,172
+615
+9% +$50.6K 0.02% 257
2023
Q2 		$527K Buy
6,557
+132
+2% +$10.2K 0.02% 285
2023
Q1 		$457K Sell
6,425
-1,270
-17% -$92.1K 0.01% 307
2022
Q4 		$504K Buy
7,695
+3,183
+71% +$205K 0.01% 370
2022
Q3 		$290K Buy
4,512
+562
+14% +$43.9K 0.01% 412
2022
Q2 		$325K Buy
3,950
+141
+4% +$12.5K 0.01% 359
2022
Q1 		$366K Buy
3,809
+675
+22% +$58.6K 0.01% 402
2021
Q4 		$269K Buy
3,134
+266
+9% +$22.2K 0.01% 416
2021
Q3 		$235K Buy
2,868
+115
+4% +$9.88K 0.01% 440
2021
Q2 		$227K Buy
+2,753
New +$211K 0.01% 431
2020
Q4 		– Sell
-4,221
Closed -$230K – 397
2020
Q3 		$230K Sell
4,221
-3,763
-47% -$207K 0.01% 362
2020
Q2 		$413K Buy
7,984
+3,334
+72% +$164K 0.01% 341
2020
Q1 		$213K Sell
4,650
-35
-0.7% -$2.58K 0.01% 275
2019
Q4 		$383K Buy
4,685
+1,622
+53% +$139K 0.02% 351
2019
Q3 		$275K Sell
3,063
-5,038
-62% -$438K 0.01% 267
2019
Q2 		$660K Buy
+8,101
New +$637K 0.02% 205
2018
Q1 		– Sell
-17,723
Closed -$1.27M – 248
2017
Q4 		$1.27M Buy
+17,723
New +$1.19M 0.08% 85

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horizon Investments's WELL Position: Q1 2026 in Review

Horizon Investments increased its Welltower (WELL) stake by 5% in Q1 2026, buying an estimated $234K and bringing the position to 25,027 shares worth $4.93M. The position accounts for 0.06% of the portfolio, ranked #290.

Horizon Investments first reported a position in WELL in Q4 2017 and has held it in 27 quarters since. The position peaked at $8.23M in Q3 2025. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Horizon Investments held 25,027 shares of Welltower worth $4.93M as of Q1 2026.
  • Horizon Investments bought 1,185 Welltower shares in Q1 2026, an estimated $234K.
  • Welltower made up 0.06% of Horizon Investments's portfolio in Q1 2026, its #290 holding.
  • Horizon Investments first reported a position in Welltower in Q4 2017 and has held it in 27 quarters since.
  • Horizon Investments's Welltower position peaked at $8.23M in Q3 2025.
  • 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.