Van Hulzen Asset Management’s Welltower WELL Stock Holding History

Van Hulzen Asset Management’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	$816K	Buy	3,596 +29	+0.8%	+$6.13K	0.06%	198
2026 Q1	$705K	Buy	3,567 +6	+0.2%	+$1.19K	0.05%	197
2025 Q4	$661K	Sell	3,561 -300	-8%	-$56K	0.05%	195
2025 Q3	$688K	Hold	3,861	–	–	0.05%	191
2025 Q2	$594K	Buy	3,861 +9	+0.2%	+$1.34K	0.05%	202
2025 Q1	$590K	Buy	3,852 +8	+0.2%	+$1.14K	0.05%	196
2024 Q4	$484K	Hold	3,844	–	–	0.04%	222
2024 Q3	$492K	Sell	3,844 -96	-2%	-$11.2K	0.04%	209
2024 Q2	$411K	Buy	+3,940	New	+$386K	0.03%	215
2023 Q3	–	Sell	-2,900	Closed	-$235K	–	320
2023 Q2	$235K	Hold	2,900	–	–	0.02%	276
2023 Q1	$208K	Buy	+2,900	New	+$210K	0.02%	276
2022 Q3	–	Sell	-3,100	Closed	-$255K	–	315
2022 Q2	$255K	Hold	3,100	–	–	0.03%	243
2022 Q1	$298K	Hold	3,100	–	–	0.03%	236
2021 Q4	$266K	Buy	3,100 +200	+7%	+$16.7K	0.03%	254
2021 Q3	$239K	Hold	2,900	–	–	0.04%	237
2021 Q2	$241K	Buy	+2,900	New	+$222K	0.04%	229
2018 Q4	–	Sell	-75,531	Closed	-$4.86M	–	249
2018 Q3	$4.86M	Sell	75,531 -1,547	-2%	-$99.9K	1.29%	25
2018 Q2	$4.83M	Buy	77,078 +2,030	+3%	+$113K	1.43%	22
2018 Q1	$4.08M	Buy	75,048 +6,721	+10%	+$379K	1.25%	30
2017 Q4	$4.36M	Buy	68,327 +2,311	+4%	+$155K	1.33%	22
2017 Q3	$4.64M	Buy	66,016 +271	+0.4%	+$19.7K	1.57%	23
2017 Q2	$4.92M	Buy	65,745 +19,945	+44%	+$1.46M	1.95%	14
2017 Q1	$3.24M	Buy	+45,800	New	+$3.09M	1.49%	24
2015 Q1	–	Sell	-3,878	Closed	-$293K	–	153
2014 Q4	$293K	Buy	+3,878	New	+$277K	0.2%	89

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

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

Van Hulzen Asset Management's WELL Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Welltower (WELL) stake by 0.81% in Q2 2026, buying an estimated $6.13K and bringing the position to 3,596 shares worth $816K. The position accounts for 0.06% of the portfolio, ranked #198.

Van Hulzen Asset Management first reported a position in WELL in Q4 2014 and has held it in 24 quarters since. The position peaked at $4.92M in Q2 2017. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Van Hulzen Asset Management held 3,596 shares of Welltower worth $816K as of Q2 2026.
Van Hulzen Asset Management bought 29 Welltower shares in Q2 2026, an estimated $6.13K.
Welltower made up 0.06% of Van Hulzen Asset Management's portfolio in Q2 2026, its #198 holding.
Van Hulzen Asset Management first reported a position in Welltower in Q4 2014 and has held it in 24 quarters since.
Van Hulzen Asset Management's Welltower position peaked at $4.92M in Q2 2017.
1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.