ALPS Advisors’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 | $10.9M | Buy |
48,127
+45,727
| +1,905% | +$9.67M | 0.05% | 187 |
|
|
2026
Q1 | $475K | Sell |
2,400
-270
| -10% | -$53.4K | ﹤0.01% | 904 |
|
|
2025
Q4 | $496K | Buy |
2,670
+135
| +5% | +$25.2K | ﹤0.01% | 740 |
|
|
2025
Q3 | $452K | Hold |
2,535
| – | – | ﹤0.01% | 791 |
|
|
2025
Q2 | $390K | Sell |
2,535
-1,265
| -33% | -$189K | ﹤0.01% | 782 |
|
|
2025
Q1 | $582K | Buy |
3,800
+995
| +35% | +$142K | ﹤0.01% | 571 |
|
|
2024
Q4 | $354K | Buy |
+2,805
| New | +$368K | ﹤0.01% | 785 |
|
|
2019
Q4 | – | Sell |
-20,294
| Closed | -$1.84M | – | 861 |
|
|
2019
Q3 | $1.84M | Buy |
20,294
+310
| +2% | +$27K | 0.01% | 218 |
|
|
2019
Q2 | $1.63M | Sell |
19,984
-1,232
| -6% | -$96.8K | 0.01% | 255 |
|
|
2019
Q1 | $1.65M | Sell |
21,216
-882
| -4% | -$66.2K | 0.01% | 248 |
|
|
2018
Q4 | $1.53M | Sell |
22,098
-686
| -3% | -$46.7K | 0.01% | 246 |
|
|
2018
Q3 | $1.47M | Sell |
22,784
-1,207
| -5% | -$78K | 0.01% | 297 |
|
|
2018
Q2 | $1.5M | Sell |
23,991
-2,407
| -9% | -$134K | 0.01% | 261 |
|
|
2018
Q1 | $1.44M | Sell |
26,398
-4,387
| -14% | -$248K | 0.01% | 249 |
|
|
2017
Q4 | $1.96M | Buy |
30,785
+3,522
| +13% | +$236K | 0.01% | 199 |
|
|
2017
Q3 | $1.92M | Sell |
27,263
-3,507
| -11% | -$255K | 0.01% | 191 |
|
|
2017
Q2 | $2.3M | Sell |
30,770
-170
| -0.5% | -$12.4K | 0.02% | 174 |
|
|
2017
Q1 | $1.97M | Sell |
30,940
-3,253
| -10% | -$219K | 0.01% | 177 |
|
|
2016
Q4 | $2.29M | Sell |
34,193
-4,038
| -11% | -$267K | 0.02% | 173 |
|
|
2016
Q3 | $2.86M | Sell |
38,231
-2,111
| -5% | -$162K | 0.02% | 166 |
|
|
2016
Q2 | $3.07M | Sell |
40,342
-1,201
| -3% | -$85.3K | 0.03% | 149 |
|
|
2016
Q1 | $2.88M | Sell |
41,543
-1,531
| -4% | -$98.7K | 0.03% | 135 |
|
|
2015
Q4 | $2.93M | Sell |
43,074
-1,245
| -3% | -$81.3K | 0.03% | 151 |
|
|
2015
Q3 | $3M | Buy |
44,319
+400
| +0.9% | +$26.7K | 0.03% | 140 |
|
|
2015
Q2 | $2.88M | Buy |
43,919
+1,298
| +3% | +$93.1K | 0.02% | 144 |
|
|
2015
Q1 | $3.3M | Buy |
42,621
+2,705
| +7% | +$213K | 0.03% | 127 |
|
|
2014
Q4 | $3.02M | Sell |
39,916
-2,452
| -6% | -$175K | 0.02% | 125 |
|
|
2014
Q3 | $2.64M | Sell |
42,368
-582
| -1% | -$37.5K | 0.02% | 125 |
|
|
2014
Q2 | $2.69M | Sell |
42,950
-710
| -2% | -$44.7K | 0.02% | 107 |
|
|
2014
Q1 | $2.6M | Sell |
43,660
-2,262
| -5% | -$129K | 0.03% | 111 |
|
|
2013
Q4 | $2.66M | Sell |
45,922
-128,502
| -74% | -$7.64M | 0.03% | 110 |
|
|
2013
Q3 | $10.9M | Buy |
174,424
+46,731
| +37% | +$2.97M | 0.12% | 49 |
|
|
2013
Q2 | $8.56M | Buy |
+127,693
| New | +$9.07M | 0.11% | 41 |
|
Other funds holding WELL
ALPS Advisors's WELL Position: Q2 2026 in Review
ALPS Advisors increased its Welltower (WELL) stake by 1,905% in Q2 2026, buying an estimated $9.67M and bringing the position to 48,127 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #187.
ALPS Advisors first reported a position in WELL in Q2 2013 and has held it in 33 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- ALPS Advisors held 48,127 shares of Welltower worth $10.9M as of Q2 2026.
- ALPS Advisors bought 45,727 Welltower shares in Q2 2026, an estimated $9.67M.
- Welltower made up 0.05% of ALPS Advisors's portfolio in Q2 2026, its #187 holding.
- ALPS Advisors first reported a position in Welltower in Q2 2013 and has held it in 33 quarters since.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.