Advisor OS’s Welltower WELL Stock Holding History

Advisor OS’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	$531K	Sell	2,339 -175	-7%	-$37K	0.04%	297
2026 Q1	$497K	Buy	2,514 +105	+4%	+$20.8K	0.04%	299
2025 Q4	$447K	Buy	2,409 +163	+7%	+$30.4K	0.04%	294
2025 Q3	$400K	Buy	+2,246	New	+$369K	0.03%	301

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

Advisor OS's WELL Position: Q2 2026 in Review

Advisor OS reduced its Welltower (WELL) stake by 7% in Q2 2026, selling an estimated $37K and leaving 2,339 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #297.

Advisor OS first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Advisor OS held 2,339 shares of Welltower worth $531K as of Q2 2026.
Advisor OS sold 175 Welltower shares in Q2 2026, an estimated $37K.
Welltower made up 0.04% of Advisor OS's portfolio in Q2 2026, its #297 holding.
Advisor OS first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.