Advance Capital Management’s Welltower WELL Stock Holding History

Advance Capital 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 Q1	$2.72M	Buy	13,755 +32	+0.2%	+$6.32K	0.1%	38
2025 Q4	$2.55M	Sell	13,723 -3	-0%	-$560	0.11%	36
2025 Q3	$2.45M	Buy	13,726 +48	+0.4%	+$7.89K	0.11%	37
2025 Q2	$2.1M	Buy	13,678 +8	+0.1%	+$1.2K	0.1%	40
2025 Q1	$2.09M	Hold	13,670	–	–	0.1%	35
2024 Q4	$1.72M	Sell	13,670 -3	-0%	-$394	0.08%	34
2024 Q3	$1.75M	Hold	13,673	–	–	0.08%	37
2024 Q2	$1.43M	Buy	13,673 +82	+0.6%	+$8.04K	0.07%	39
2024 Q1	$1.27M	Hold	13,591	–	–	0.09%	39
2023 Q4	$1.23M	Hold	13,591	–	–	0.1%	29
2023 Q3	$1.11M	Buy	13,591 +3	+0%	+$247	0.1%	32
2023 Q2	$1.1M	Hold	13,588	–	–	0.12%	31
2023 Q1	$974K	Hold	13,588	–	–	0.17%	31
2022 Q4	$891K	Hold	13,588	–	–	0.12%	32
2022 Q3	$874K	Hold	13,588	–	–	0.11%	28
2022 Q2	$1.12M	Hold	13,588	–	–	0.13%	22
2022 Q1	$1.31M	Hold	13,588	–	–	0.16%	20
2021 Q4	$1.17M	Buy	+13,588	New	+$1.13M	0.24%	21

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advance Capital Management's WELL Position: Q1 2026 in Review

Advance Capital Management increased its Welltower (WELL) stake by 0.23% in Q1 2026, buying an estimated $6.32K and bringing the position to 13,755 shares worth $2.72M. The position accounts for 0.1% of the portfolio, ranked #38.

Advance Capital Management first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Advance Capital Management held 13,755 shares of Welltower worth $2.72M as of Q1 2026.
Advance Capital Management bought 32 Welltower shares in Q1 2026, an estimated $6.32K.
Welltower made up 0.1% of Advance Capital Management's portfolio in Q1 2026, its #38 holding.
Advance Capital Management first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.