Advisornet Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $229K | Sell |
1,156
-304
| -21% | -$60.1K | 0.01% | 566 |
|
|
2025
Q4 | $271K | Buy |
1,460
+37
| +3% | +$6.91K | 0.01% | 520 |
|
|
2025
Q3 | $254K | Buy |
1,423
+672
| +89% | +$110K | 0.01% | 527 |
|
|
2025
Q2 | $115K | Sell |
751
-63
| -8% | -$9.41K | 0.01% | 719 |
|
|
2025
Q1 | $125K | Buy |
814
+137
| +20% | +$19.5K | 0.01% | 661 |
|
|
2024
Q4 | $85.3K | Sell |
677
-389
| -36% | -$51.1K | 0.01% | 725 |
|
|
2024
Q3 | $137K | Buy |
1,066
+4
| +0.4% | +$467 | 0.01% | 615 |
|
|
2024
Q2 | $111K | Sell |
1,062
-8
| -0.7% | -$784 | 0.01% | 611 |
|
|
2024
Q1 | $100K | Buy |
1,070
+7
| +0.7% | +$634 | 0.01% | 638 |
|
|
2023
Q4 | $95.8K | Buy |
1,063
+347
| +48% | +$30.1K | 0.01% | 654 |
|
|
2023
Q3 | $58.6K | Buy |
716
+53
| +8% | +$4.36K | 0.01% | 744 |
|
|
2023
Q2 | $53.7K | Sell |
663
-120
| -15% | -$9.24K | ﹤0.01% | 792 |
|
|
2023
Q1 | $56.1K | Hold |
783
| – | – | 0.01% | 768 |
|
|
2022
Q4 | $51.3K | Buy |
783
+144
| +23% | +$9.26K | 0.01% | 787 |
|
|
2022
Q3 | $41K | Sell |
639
-252
| -28% | -$19.7K | ﹤0.01% | 911 |
|
|
2022
Q2 | $73K | Buy |
891
+244
| +38% | +$21.7K | 0.01% | 767 |
|
|
2022
Q1 | $62K | Buy |
647
+7
| +1% | +$608 | ﹤0.01% | 896 |
|
|
2021
Q4 | $55K | Sell |
640
-250
| -28% | -$20.8K | ﹤0.01% | 976 |
|
|
2021
Q3 | $73K | Buy |
890
+4
| +0.5% | +$344 | 0.01% | 895 |
|
|
2021
Q2 | $74K | Buy |
886
+89
| +11% | +$6.81K | ﹤0.01% | 871 |
|
|
2021
Q1 | $57K | Buy |
797
+5
| +0.6% | +$336 | ﹤0.01% | 904 |
|
|
2020
Q4 | $51K | Buy |
792
+5
| +0.6% | +$303 | ﹤0.01% | 865 |
|
|
2020
Q3 | $43K | Buy |
787
+5
| +0.6% | +$275 | ﹤0.01% | 896 |
|
|
2020
Q2 | $40K | Sell |
782
-436
| -36% | -$21.4K | ﹤0.01% | 917 |
|
|
2020
Q1 | $56K | Buy |
1,218
+6
| +0.5% | +$443 | 0.01% | 762 |
|
|
2019
Q4 | $99K | Sell |
1,212
-1,465
| -55% | -$125K | 0.01% | 681 |
|
|
2019
Q3 | $243K | Buy |
2,677
+223
| +9% | +$19.4K | 0.02% | 461 |
|
|
2019
Q2 | $200K | Buy |
2,454
+1,951
| +388% | +$153K | 0.02% | 450 |
|
|
2019
Q1 | $39K | Buy |
503
+5
| +1% | +$375 | ﹤0.01% | 803 |
|
|
2018
Q4 | $35K | Buy |
498
+7
| +1% | +$476 | ﹤0.01% | 774 |
|
|
2018
Q3 | $32K | Buy |
491
+6
| +1% | +$388 | ﹤0.01% | 837 |
|
|
2018
Q2 | $30K | Sell |
485
-13
| -3% | -$724 | ﹤0.01% | 850 |
|
|
2018
Q1 | $27K | Buy |
498
+28
| +6% | +$1.58K | ﹤0.01% | 865 |
|
|
2017
Q4 | $30K | Buy |
+470
| New | +$31.5K | ﹤0.01% | 778 |
|
Other funds holding WELL
VCM
VPM
Advisornet Financial's WELL Position: Q1 2026 in Review
Advisornet Financial reduced its Welltower (WELL) stake by 21% in Q1 2026, selling an estimated $60.1K and leaving 1,156 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #566.
Advisornet Financial first reported a position in WELL in Q4 2017 and has held it in 34 quarters since. The position peaked at $271K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Advisornet Financial held 1,156 shares of Welltower worth $229K as of Q1 2026.
- Advisornet Financial sold 304 Welltower shares in Q1 2026, an estimated $60.1K.
- Welltower made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #566 holding.
- Advisornet Financial first reported a position in Welltower in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Welltower position peaked at $271K in Q4 2025.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.