HFS
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Hughes Financial Services’s Welltower WELL Stock Holding History

Hughes Financial Services’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 		$54.7K Buy
241
+34
+16% +$7.19K 0.01% 171
2026
Q1 		$40.9K Buy
207
+4
+2% +$790 0.01% 185
2025
Q4 		$37.7K Hold
203
– – 0.01% 179
2025
Q3 		$38.8K Buy
203
+3
+2% +$493 0.01% 176
2025
Q2 		$33.8K Sell
200
-3
-1% -$448 0.01% 178
2025
Q1 		$31.3K Buy
+203
New +$28.9K 0.01% 185

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Hughes Financial Services's WELL Position: Q2 2026 in Review

Hughes Financial Services increased its Welltower (WELL) stake by 16% in Q2 2026, buying an estimated $7.19K and bringing the position to 241 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #171.

Hughes Financial Services first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hughes Financial Services held 241 shares of Welltower worth $54.7K as of Q2 2026.
  • Hughes Financial Services bought 34 Welltower shares in Q2 2026, an estimated $7.19K.
  • Welltower made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #171 holding.
  • Hughes Financial Services first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 372 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.