Advisors Management Group’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 | $8.31M | Sell |
42,049
-2,226
| -5% | -$440K | 1.52% | 16 |
|
|
2025
Q4 | $8.22M | Sell |
44,275
-2,451
| -5% | -$458K | 1.5% | 18 |
|
|
2025
Q3 | $8.32M | Sell |
46,726
-6,580
| -12% | -$1.08M | 1.46% | 18 |
|
|
2025
Q2 | $8.2M | Sell |
53,306
-661
| -1% | -$98.8K | 1.54% | 18 |
|
|
2025
Q1 | $8.27M | Sell |
53,967
-737
| -1% | -$105K | 1.8% | 13 |
|
|
2024
Q4 | $6.89M | Sell |
54,704
-588
| -1% | -$77.2K | 1.63% | 19 |
|
|
2024
Q3 | $7.08M | Sell |
55,292
-172
| -0.3% | -$20.1K | 1.67% | 18 |
|
|
2024
Q2 | $5.78M | Sell |
55,464
-693
| -1% | -$67.9K | 1.44% | 23 |
|
|
2024
Q1 | $5.25M | Sell |
56,157
-677
| -1% | -$61.3K | 1.3% | 26 |
|
|
2023
Q4 | $5.13M | Sell |
56,834
-2,099
| -4% | -$182K | 1.39% | 25 |
|
|
2023
Q3 | $4.83M | Sell |
58,933
-679
| -1% | -$55.8K | 1.46% | 22 |
|
|
2023
Q2 | $4.82M | Sell |
59,612
-1,482
| -2% | -$114K | 1.44% | 25 |
|
|
2023
Q1 | $4.38M | Sell |
61,094
-698
| -1% | -$50.6K | 1.4% | 23 |
|
|
2022
Q4 | $4.05M | Sell |
61,792
-270
| -0.4% | -$17.4K | 1.53% | 23 |
|
|
2022
Q3 | $3.99M | Sell |
62,062
-672
| -1% | -$52.5K | 1.59% | 22 |
|
|
2022
Q2 | $5.17M | Sell |
62,734
-523
| -0.8% | -$46.5K | 1.81% | 19 |
|
|
2022
Q1 | $6.08M | Sell |
63,257
-663
| -1% | -$57.6K | 2.06% | 19 |
|
|
2021
Q4 | $5.48M | Sell |
63,920
-130
| -0.2% | -$10.8K | 1.64% | 18 |
|
|
2021
Q3 | $5.28M | Buy |
64,050
+20
| +0% | +$1.72K | 1.64% | 18 |
|
|
2021
Q2 | $5.32M | Sell |
64,030
-90
| -0.1% | -$6.89K | 1.59% | 18 |
|
|
2021
Q1 | $4.59M | Buy |
64,120
+1,304
| +2% | +$87.6K | 1.44% | 23 |
|
|
2020
Q4 | $4.06M | Buy |
62,816
+2,360
| +4% | +$143K | 1.66% | 20 |
|
|
2020
Q3 | $3.33M | Sell |
60,456
-315
| -0.5% | -$17.3K | 1.38% | 26 |
|
|
2020
Q2 | $3.15M | Sell |
60,771
-774
| -1% | -$38K | 1.4% | 30 |
|
|
2020
Q1 | $2.82M | Buy |
61,545
+943
| +2% | +$69.6K | 1.35% | 29 |
|
|
2019
Q4 | $4.96M | Sell |
60,602
-684
| -1% | -$58.6K | 1.97% | 16 |
|
|
2019
Q3 | $5.56M | Sell |
61,286
-512
| -0.8% | -$44.6K | 2.29% | 13 |
|
|
2019
Q2 | $5.04M | Sell |
61,798
-181
| -0.3% | -$14.2K | 2.2% | 17 |
|
|
2019
Q1 | $4.81M | Buy |
61,979
+376
| +0.6% | +$28.2K | 2.15% | 17 |
|
|
2018
Q4 | $4.28M | Sell |
61,603
-443
| -0.7% | -$30.1K | 2.25% | 14 |
|
|
2018
Q3 | $3.99M | Sell |
62,046
-36
| -0.1% | -$2.33K | 1.83% | 20 |
|
|
2018
Q2 | $3.89M | Sell |
62,082
-212
| -0.3% | -$11.8K | 1.85% | 19 |
|
|
2018
Q1 | $3.42M | Sell |
62,294
-314
| -0.5% | -$17.7K | 1.75% | 23 |
|
|
2017
Q4 | $3.99M | Sell |
62,608
-694
| -1% | -$46.6K | 2.05% | 18 |
|
|
2017
Q3 | $4.45M | Sell |
63,302
-296
| -0.5% | -$21.5K | 2.36% | 15 |
|
|
2017
Q2 | $4.76M | Buy |
63,598
+1,029
| +2% | +$75.2K | 2.63% | 10 |
|
|
2017
Q1 | $4.43M | Buy |
62,569
+1,418
| +2% | +$95.7K | 2.8% | 9 |
|
|
2016
Q4 | $4.09M | Sell |
61,151
-287
| -0.5% | -$19K | 2.78% | 13 |
|
|
2016
Q3 | $4.59M | Sell |
61,438
-333
| -0.5% | -$25.5K | 3.06% | 7 |
|
|
2016
Q2 | $4.71M | Sell |
61,771
-667
| -1% | -$47.4K | 3.28% | 6 |
|
|
2016
Q1 | $4.33M | Buy |
62,438
+1,768
| +3% | +$114K | 3.16% | 6 |
|
|
2015
Q4 | $4.13M | Buy |
+60,670
| New | +$3.96M | 3.38% | 6 |
|
Other funds holding WELL
VCM
VPM
Advisors Management Group's WELL Position: Q1 2026 in Review
Advisors Management Group reduced its Welltower (WELL) stake by 5% in Q1 2026, selling an estimated $440K and leaving 42,049 shares worth $8.31M. The position accounts for 1.52% of the portfolio, ranked #16.
Advisors Management Group first reported a position in WELL in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.32M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Advisors Management Group held 42,049 shares of Welltower worth $8.31M as of Q1 2026.
- Advisors Management Group sold 2,226 Welltower shares in Q1 2026, an estimated $440K.
- Welltower made up 1.52% of Advisors Management Group's portfolio in Q1 2026, its #16 holding.
- Advisors Management Group first reported a position in Welltower in Q4 2015 and has held it in 42 quarters since.
- Advisors Management Group's Welltower position peaked at $8.32M in Q3 2025.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.