Allworth 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
Q2 | $4.18M | Sell |
18,436
-1,823
| -9% | -$385K | 0.02% | 383 |
|
|
2026
Q1 | $4.01M | Sell |
20,259
-1,782
| -8% | -$352K | 0.02% | 397 |
|
|
2025
Q4 | $4.09M | Buy |
22,041
+285
| +1% | +$53.2K | 0.02% | 393 |
|
|
2025
Q3 | $3.88M | Buy |
21,756
+876
| +4% | +$144K | 0.02% | 370 |
|
|
2025
Q2 | $3.21M | Buy |
20,880
+14,806
| +244% | +$2.21M | 0.02% | 394 |
|
|
2025
Q1 | $897K | Buy |
6,074
+995
| +20% | +$142K | 0.01% | 545 |
|
|
2024
Q4 | $666K | Buy |
5,079
+1,416
| +39% | +$186K | ﹤0.01% | 621 |
|
|
2024
Q3 | $469K | Buy |
3,663
+65
| +2% | +$7.58K | ﹤0.01% | 589 |
|
|
2024
Q2 | $386K | Buy |
3,598
+1,615
| +81% | +$158K | ﹤0.01% | 634 |
|
|
2024
Q1 | $185K | Buy |
1,983
+273
| +16% | +$24.7K | ﹤0.01% | 811 |
|
|
2023
Q4 | $154K | Buy |
1,710
+13
| +0.8% | +$1.13K | ﹤0.01% | 798 |
|
|
2023
Q3 | $139K | Buy |
1,697
+57
| +3% | +$4.69K | ﹤0.01% | 771 |
|
|
2023
Q2 | $133K | Buy |
1,640
+154
| +10% | +$11.9K | ﹤0.01% | 799 |
|
|
2023
Q1 | $107K | Buy |
1,486
+16
| +1% | +$1.16K | ﹤0.01% | 836 |
|
|
2022
Q4 | $96.4K | Sell |
1,470
-19
| -1% | -$1.22K | ﹤0.01% | 822 |
|
|
2022
Q3 | $96K | Sell |
1,489
-215
| -13% | -$16.8K | ﹤0.01% | 774 |
|
|
2022
Q2 | $140K | Buy |
1,704
+316
| +23% | +$28.1K | ﹤0.01% | 636 |
|
|
2022
Q1 | $133K | Buy |
1,388
+292
| +27% | +$25.4K | ﹤0.01% | 651 |
|
|
2021
Q4 | $94K | Buy |
1,096
+439
| +67% | +$36.6K | ﹤0.01% | 693 |
|
|
2021
Q3 | $54K | Buy |
657
+157
| +31% | +$13.5K | ﹤0.01% | 764 |
|
|
2021
Q2 | $42K | Hold |
500
| – | – | ﹤0.01% | 663 |
|
|
2021
Q1 | $36K | Hold |
500
| – | – | ﹤0.01% | 646 |
|
|
2020
Q4 | $32K | Hold |
500
| – | – | ﹤0.01% | 563 |
|
|
2020
Q3 | $28K | Sell |
500
-241
| -33% | -$13.2K | ﹤0.01% | 514 |
|
|
2020
Q2 | $38K | Hold |
741
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $34K | Sell |
741
-41
| -5% | -$3.02K | ﹤0.01% | 473 |
|
|
2019
Q4 | $64K | Buy |
+782
| New | +$67K | ﹤0.01% | 328 |
|
|
2018
Q4 | – | Sell |
-205
| Closed | -$13K | – | 952 |
|
|
2018
Q3 | $13K | Buy |
205
+28
| +16% | +$1.81K | ﹤0.01% | 516 |
|
|
2018
Q2 | $11K | Buy |
+177
| New | +$9.86K | ﹤0.01% | 516 |
|
Other funds holding WELL
Allworth Financial's WELL Position: Q2 2026 in Review
Allworth Financial reduced its Welltower (WELL) stake by 9% in Q2 2026, selling an estimated $385K and leaving 18,436 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #383.
Allworth Financial first reported a position in WELL in Q2 2018 and has held it in 29 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Allworth Financial held 18,436 shares of Welltower worth $4.18M as of Q2 2026.
- Allworth Financial sold 1,823 Welltower shares in Q2 2026, an estimated $385K.
- Welltower made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #383 holding.
- Allworth Financial first reported a position in Welltower in Q2 2018 and has held it in 29 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.