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Addison Advisors’s Welltower WELL Stock Holding History

Addison 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 		$7.31K Sell
32
-22
-41% -$4.65K ﹤0.01% 451
2026
Q1 		$10.7K Buy
54
+22
+69% +$4.35K ﹤0.01% 653
2025
Q4 		$5.94K Hold
32
– – ﹤0.01% 684
2025
Q3 		$5.7K Buy
+32
New +$5.26K ﹤0.01% 689
2025
Q1 		– Sell
-15
Closed -$1.89K – 880
2024
Q4 		$1.89K Buy
+15
New +$1.97K ﹤0.01% 754
2023
Q1 		– Sell
-6
Closed -$393 – 792
2022
Q4 		$393 Hold
6
– – ﹤0.01% 715
2022
Q3 		$0 Sell
6
-20
-77% -$1.56K ﹤0.01% 776
2022
Q2 		$2K Buy
26
+3
+13% +$267 ﹤0.01% 561
2022
Q1 		$2K Buy
23
+8
+53% +$695 ﹤0.01% 597
2021
Q4 		$1K Buy
+15
New +$1.25K ﹤0.01% 650

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Addison Advisors's WELL Position: Q2 2026 in Review

Addison Advisors reduced its Welltower (WELL) stake by 41% in Q2 2026, selling an estimated $4.65K and leaving 32 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Addison Advisors first reported a position in WELL in Q4 2021 and has held it in 10 quarters since. The position peaked at $10.7K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Addison Advisors held 32 shares of Welltower worth $7.31K as of Q2 2026.
  • Addison Advisors sold 22 Welltower shares in Q2 2026, an estimated $4.65K.
  • Welltower made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #451 holding.
  • Addison Advisors first reported a position in Welltower in Q4 2021 and has held it in 10 quarters since.
  • Addison Advisors's Welltower position peaked at $10.7K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.