Advisors Preferred’s Welltower WELL Stock Holding History

Advisors Preferred’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	–	Sell	-25,486	Closed	-$4.76M	–	295
2025 Q4	$4.76M	Buy	25,486 +20,351	+396%	+$3.8M	0.78%	31
2025 Q3	$921K	Sell	5,135 -11,451	-69%	-$1.88M	0.14%	120
2025 Q2	$2.51M	Sell	16,586 -5,377	-24%	-$804K	0.41%	61
2025 Q1	$3.39M	Buy	+21,963	New	+$3.13M	0.45%	47
2020 Q2	–	Sell	-5,005	Closed	-$229K	–	184
2020 Q1	$229K	Buy	+5,005	New	+$369K	0.14%	69
2019 Q4	–	Sell	-234	Closed	-$21K	–	344
2019 Q3	$21K	Buy	+234	New	+$20.4K	0.01%	176

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

Advisors Preferred's WELL Position: Q1 2026 in Review

Advisors Preferred sold out of Welltower (WELL) in Q1 2026, closing a stake of 25,486 shares — an estimated $4.76M sold.

Advisors Preferred first reported a position in WELL in Q3 2019 and held it in 6 quarters. The position peaked at $4.76M in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Advisors Preferred reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Advisors Preferred sold 25,486 Welltower shares in Q1 2026, an estimated $4.76M.
Advisors Preferred first reported a position in Welltower in Q3 2019 and held it in 6 quarters.
Advisors Preferred's Welltower position peaked at $4.76M in Q4 2025.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.