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HUB Investment Partners’s Welltower WELL Stock Holding History

HUB Investment Partners’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 		$1.01M Buy
4,450
+1,709
+62% +$361K 0.02% 452
2026
Q1 		$542K Buy
2,741
+148
+6% +$29.2K 0.01% 539
2025
Q4 		$481K Sell
2,593
-110
-4% -$20.5K 0.01% 494
2025
Q3 		$482K Buy
+2,703
New +$444K 0.02% 423

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

HUB Investment Partners's WELL Position: Q2 2026 in Review

HUB Investment Partners increased its Welltower (WELL) stake by 62% in Q2 2026, buying an estimated $361K and bringing the position to 4,450 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #452.

HUB Investment Partners first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • HUB Investment Partners held 4,450 shares of Welltower worth $1.01M as of Q2 2026.
  • HUB Investment Partners bought 1,709 Welltower shares in Q2 2026, an estimated $361K.
  • Welltower made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #452 holding.
  • HUB Investment Partners first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.