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YHB Investment Advisors’s Welltower WELL Stock Holding History

YHB Investment Advisors’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 		$4.27M Buy
18,819
+635
+3% +$134K 0.27% 91
2026
Q1 		$3.6M Buy
18,184
+1,164
+7% +$230K 0.26% 91
2025
Q4 		$3.16M Buy
17,020
+1,463
+9% +$273K 0.22% 97
2025
Q3 		$2.77M Buy
15,557
+1,399
+10% +$230K 0.2% 101
2025
Q2 		$2.18M Buy
14,158
+12,079
+581% +$1.81M 0.17% 117
2025
Q1 		$319K Buy
+2,079
New +$296K 0.03% 231

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

YHB Investment Advisors's WELL Position: Q2 2026 in Review

YHB Investment Advisors increased its Welltower (WELL) stake by 3.5% in Q2 2026, buying an estimated $134K and bringing the position to 18,819 shares worth $4.27M. The position accounts for 0.27% of the portfolio, ranked #91.

YHB Investment Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • YHB Investment Advisors held 18,819 shares of Welltower worth $4.27M as of Q2 2026.
  • YHB Investment Advisors bought 635 Welltower shares in Q2 2026, an estimated $134K.
  • Welltower made up 0.27% of YHB Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • YHB Investment Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 514 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.