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AGH Wealth Advisors’s Welltower WELL Stock Holding History

AGH Wealth Advisors’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 		$545K Sell
2,400
-11
-0.5% -$2.33K 0.34% 58
2026
Q1 		$477K Buy
2,411
+109
+5% +$21.5K 0.35% 61
2025
Q4 		$427K Buy
2,302
+8
+0.3% +$1.49K 0.32% 61
2025
Q3 		$409K Buy
2,294
+35
+2% +$5.75K 0.3% 65
2025
Q2 		$347K Buy
2,259
+9
+0.4% +$1.34K 0.29% 72
2025
Q1 		$345K Buy
2,250
+222
+11% +$31.6K 0.33% 69
2024
Q4 		$256K Buy
+2,028
New +$266K 0.24% 92

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

AGH Wealth Advisors's WELL Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Welltower (WELL) stake by 0.46% in Q2 2026, selling an estimated $2.33K and leaving 2,400 shares worth $545K. The position accounts for 0.34% of the portfolio, ranked #58.

AGH Wealth Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AGH Wealth Advisors held 2,400 shares of Welltower worth $545K as of Q2 2026.
  • AGH Wealth Advisors sold 11 Welltower shares in Q2 2026, an estimated $2.33K.
  • Welltower made up 0.34% of AGH Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • AGH Wealth Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.