HSBC Holdings’s Welltower WELL Stock Holding History

HSBC Holdings’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	$5.03M	Buy	+21,900	New	+$4.63M	﹤0.01%	1211
2020 Q2	–	Sell	-15,600	Closed	-$705K	–	2887
2020 Q1	$705K	Sell	15,600 -66,400	-81%	-$4.9M	﹤0.01%	1611
2019 Q4	$6.67M	Sell	82,000 -87,000	-51%	-$7.45M	0.01%	995
2019 Q3	$15.3M	Buy	169,000 +66,400	+65%	+$5.78M	0.03%	644
2019 Q2	$8.37M	Buy	102,600 +51,700	+102%	+$4.06M	0.02%	907
2019 Q1	$3.95M	Buy	50,900 +36,200	+246%	+$2.72M	0.01%	1207
2018 Q4	$1.02M	Buy	14,700 +13,200	+880%	+$898K	﹤0.01%	1780
2018 Q3	$96K	Hold	1,500	–	–	﹤0.01%	2486
2018 Q2	$94K	Hold	1,500	–	–	﹤0.01%	2509
2018 Q1	$82K	Buy	+1,500	New	+$84.7K	﹤0.01%	2488
2017 Q4	–	Sell	-1,500	Closed	-$105K	–	2404
2017 Q3	$105K	Buy	+1,500	New	+$109K	﹤0.01%	2228

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HSBC Holdings's WELL Position: Q2 2026 in Review

HSBC Holdings increased its Welltower (WELL) stake by 2.8% in Q2 2026, buying an estimated $19.2M and bringing the position to 3,321,976 shares worth $755M. The position accounts for 0.32% of the portfolio, ranked #49.

HSBC Holdings first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

HSBC Holdings held 3,321,976 shares of Welltower worth $755M as of Q2 2026.
HSBC Holdings bought 90,868 Welltower shares in Q2 2026, an estimated $19.2M.
Welltower made up 0.32% of HSBC Holdings's portfolio in Q2 2026, its #49 holding.
HSBC Holdings first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.