Advisory Alpha’s Welltower WELL Stock Holding History

Advisory Alpha's WELL Position: Q2 2026 in Review

Advisory Alpha increased its Welltower (WELL) stake by 126% in Q2 2026, buying an estimated $608K and bringing the position to 5,162 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #194.

Advisory Alpha first reported a position in WELL in Q1 2019 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

• Advisory Alpha held 5,162 shares of Welltower worth $1.17M as of Q2 2026.
• Advisory Alpha bought 2,876 Welltower shares in Q2 2026, an estimated $608K.
• Welltower made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #194 holding.
• Advisory Alpha first reported a position in Welltower in Q1 2019 and has held it in 7 quarters since.
• 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.