Safe Harbor Family Capital’s Welltower WELL Stock Holding History

Safe Harbor Family 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	$458K	Hold	2,016	–	–	0.31%	27
2026 Q1	$399K	Hold	2,016	–	–	0.31%	27
2025 Q4	$374K	Buy	+2,016	New	+$377K	0.33%	29

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 $3.37T AUM 44.26% 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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Safe Harbor Family Capital's WELL Position: Q2 2026 in Review

Safe Harbor Family Capital held its Welltower (WELL) position steady in Q2 2026 at 2,016 shares worth $458K. The position accounts for 0.31% of the portfolio, ranked #27.

Safe Harbor Family Capital first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Safe Harbor Family Capital held 2,016 shares of Welltower worth $458K as of Q2 2026.
Safe Harbor Family Capital left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.31% of Safe Harbor Family Capital's portfolio in Q2 2026, its #27 holding.
Safe Harbor Family Capital first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.