AWM
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Accurate Wealth Management’s Welltower WELL Stock Holding History

Accurate Wealth 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 		$418K Sell
1,806
-22
-1% -$4.65K 0.04% 386
2026
Q1 		$380K Buy
1,828
+81
+5% +$16K 0.05% 372
2025
Q4 		$325K Sell
1,747
-149
-8% -$27.8K 0.04% 381
2025
Q3 		$321K Buy
1,896
+146
+8% +$24K 0.04% 375
2025
Q2 		$267K Buy
1,750
+4
+0.2% +$598 0.04% 373
2025
Q1 		$249K Buy
1,746
+48
+3% +$6.84K 0.05% 329
2024
Q4 		$212K Buy
1,698
+68
+4% +$8.93K 0.04% 359
2024
Q3 		$211K Buy
+1,630
New +$190K 0.04% 355
2023
Q1 		– Sell
-2,154
Closed -$149K – 1458
2022
Q4 		$149K Buy
+2,154
New +$138K 0.05% 244
2022
Q3 		– Sell
-3,727
Closed -$307K – 213
2022
Q2 		$307K Sell
3,727
-107
-3% -$9.52K 0.17% 108
2022
Q1 		$369K Sell
3,834
-230
-6% -$20K 0.17% 108
2021
Q4 		$348K Buy
4,064
+41
+1% +$3.42K 0.28% 95
2021
Q3 		$332K Buy
4,023
+255
+7% +$21.9K 0.29% 98
2021
Q2 		$313K Buy
+3,768
New +$288K 0.28% 91

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

Accurate Wealth Management's WELL Position: Q2 2026 in Review

Accurate Wealth Management reduced its Welltower (WELL) stake by 1.2% in Q2 2026, selling an estimated $4.65K and leaving 1,806 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #386.

Accurate Wealth Management first reported a position in WELL in Q2 2021 and has held it in 14 quarters since. 523 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Accurate Wealth Management held 1,806 shares of Welltower worth $418K as of Q2 2026.
  • Accurate Wealth Management sold 22 Welltower shares in Q2 2026, an estimated $4.65K.
  • Welltower made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #386 holding.
  • Accurate Wealth Management first reported a position in Welltower in Q2 2021 and has held it in 14 quarters since.
  • 523 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.