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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Van Hulzen Asset Management's WELL Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Welltower (WELL) stake by 0.17% in Q1 2026, buying an estimated $1.19K and bringing the position to 3,567 shares worth $705K. The position accounts for 0.05% of the portfolio, ranked #197.

Van Hulzen Asset Management first reported a position in WELL in Q4 2014 and has held it in 23 quarters since. The position peaked at $4.92M in Q2 2017. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Van Hulzen Asset Management held 3,567 shares of Welltower worth $705K as of Q1 2026.
Van Hulzen Asset Management bought 6 Welltower shares in Q1 2026, an estimated $1.19K.
Welltower made up 0.05% of Van Hulzen Asset Management's portfolio in Q1 2026, its #197 holding.
Van Hulzen Asset Management first reported a position in Welltower in Q4 2014 and has held it in 23 quarters since.
Van Hulzen Asset Management's Welltower position peaked at $4.92M in Q2 2017.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.