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Hurley Capital’s Welltower WELL Stock Holding History

Hurley Capital’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 		$683 Buy
+3
New +$634 ﹤0.01% 606
2025
Q4 		– Sell
-5
Closed -$891 – 760
2025
Q3 		$891 Buy
+5
New +$822 ﹤0.01% 550

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hurley Capital's WELL Position: Q2 2026 in Review

Hurley Capital opened a new position in Welltower (WELL) in Q2 2026: 3 shares worth $683. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Hurley Capital previously reported a position in WELL as recently as Q3 2025.

Hurley Capital first reported a position in WELL in Q3 2025 and has held it in 2 quarters since. The position peaked at $891 in Q3 2025. 1,082 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Hurley Capital held 3 shares of Welltower worth $683 as of Q2 2026.
  • Welltower was a new Hurley Capital position in Q2 2026.
  • Welltower made up ﹤0.01% of Hurley Capital's portfolio in Q2 2026, its #606 holding.
  • Hurley Capital first reported a position in Welltower in Q3 2025 and has held it in 2 quarters since.
  • Hurley Capital's Welltower position peaked at $891 in Q3 2025.
  • 1,082 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Hurley Capital's 13F filing for Q2 2026, filed 10 Aug 2026.