180 Wealth Advisors’s Welltower WELL Stock Holding History

180 Wealth 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	$851K	Sell	3,748 -141	-4%	-$29.8K	0.09%	217
2026 Q1	$769K	Sell	3,889 -14	-0.4%	-$2.77K	0.09%	224
2025 Q4	$724K	Sell	3,903 -2,940	-43%	-$549K	0.08%	223
2025 Q3	$1.22M	Sell	6,843 -76	-1%	-$12.5K	0.15%	143
2025 Q2	$1.06M	Buy	6,919 +1,041	+18%	+$156K	0.15%	143
2025 Q1	$901K	Buy	5,878 +3,188	+119%	+$454K	0.14%	149
2024 Q4	$339K	Sell	2,690 -71	-3%	-$9.32K	0.05%	299
2024 Q3	$353K	Buy	2,761 +29	+1%	+$3.38K	0.06%	304
2024 Q2	$286K	Buy	2,732 +226	+9%	+$22.1K	0.05%	331
2024 Q1	$234K	Buy	+2,506	New	+$227K	0.04%	344

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

180 Wealth Advisors's WELL Position: Q2 2026 in Review

180 Wealth Advisors reduced its Welltower (WELL) stake by 3.6% in Q2 2026, selling an estimated $29.8K and leaving 3,748 shares worth $851K. The position accounts for 0.09% of the portfolio, ranked #217.

180 Wealth Advisors first reported a position in WELL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

180 Wealth Advisors held 3,748 shares of Welltower worth $851K as of Q2 2026.
180 Wealth Advisors sold 141 Welltower shares in Q2 2026, an estimated $29.8K.
Welltower made up 0.09% of 180 Wealth Advisors's portfolio in Q2 2026, its #217 holding.
180 Wealth Advisors first reported a position in Welltower in Q1 2024 and has held it in 10 quarters since.
180 Wealth Advisors's Welltower position peaked at $1.22M in Q3 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.