AA
WELL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Addison Advisors's WELL Position: Q1 2026 in Review

Addison Advisors increased its Welltower (WELL) stake by 69% in Q1 2026, buying an estimated $4.35K and bringing the position to 54 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Addison Advisors first reported a position in WELL in Q4 2021 and has held it in 9 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Addison Advisors held 54 shares of Welltower worth $10.7K as of Q1 2026.
  • Addison Advisors bought 22 Welltower shares in Q1 2026, an estimated $4.35K.
  • Welltower made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #653 holding.
  • Addison Advisors first reported a position in Welltower in Q4 2021 and has held it in 9 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.