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 Q2	$3.11M	Sell	13,722 -33	-0.2%	-$6.98K	0.1%	41
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 $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

Advance Capital Management's WELL Position: Q2 2026 in Review

Advance Capital Management reduced its Welltower (WELL) stake by 0.24% in Q2 2026, selling an estimated $6.98K and leaving 13,722 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #41.

Advance Capital Management first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Advance Capital Management held 13,722 shares of Welltower worth $3.11M as of Q2 2026.
Advance Capital Management sold 33 Welltower shares in Q2 2026, an estimated $6.98K.
Welltower made up 0.1% of Advance Capital Management's portfolio in Q2 2026, its #41 holding.
Advance Capital Management first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.