Activest Wealth Management’s Welltower WELL Stock Holding History

Activest 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	$8.17K	Sell	36 -5	-12%	-$1.06K	﹤0.01%	617
2026 Q1	$8.11K	Buy	+41	New	+$8.1K	﹤0.01%	727
2025 Q4	–	Sell	-147	Closed	-$26.2K	–	1317
2025 Q3	$26.2K	Buy	147 +11	+8%	+$1.81K	0.01%	341
2025 Q2	$20.9K	Buy	136 +2	+1%	+$299	0.01%	318
2025 Q1	$20.5K	Buy	134 +129	+2,580%	+$18.4K	0.01%	292
2024 Q4	$630	Buy	+5	New	+$656	﹤0.01%	507
2023 Q1	–	Sell	-340	Closed	-$22.3K	–	570
2022 Q4	$22.3K	Hold	340	–	–	0.01%	253
2022 Q3	$22K	Buy	+340	New	+$26.6K	0.01%	248

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

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

Activest Wealth Management reduced its Welltower (WELL) stake by 12% in Q2 2026, selling an estimated $1.06K and leaving 36 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Activest Wealth Management first reported a position in WELL in Q3 2022 and has held it in 8 quarters since. The position peaked at $26.2K in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Activest Wealth Management held 36 shares of Welltower worth $8.17K as of Q2 2026.
Activest Wealth Management sold 5 Welltower shares in Q2 2026, an estimated $1.06K.
Welltower made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #617 holding.
Activest Wealth Management first reported a position in Welltower in Q3 2022 and has held it in 8 quarters since.
Activest Wealth Management's Welltower position peaked at $26.2K in Q3 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.