Alta Advisers’s Welltower WELL Stock Holding History

Alta Advisers’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	$540K	Hold	2,733	–	–	0.2%	78
2025 Q4	$507K	Sell	2,733 -100	-4%	-$18.7K	0.18%	87
2025 Q3	$505K	Hold	2,833	–	–	0.15%	106
2025 Q2	$436K	Hold	2,833	–	–	0.16%	121
2025 Q1	$434K	Buy	2,833 +900	+47%	+$128K	0.18%	109
2024 Q4	$244K	Buy	1,933 +533	+38%	+$70K	0.15%	128
2024 Q3	$179K	Buy	1,400 +100	+8%	+$11.7K	0.08%	166
2024 Q2	$136K	Hold	1,300	–	–	0.07%	192
2024 Q1	$121K	Hold	1,300	–	–	0.06%	235
2023 Q4	$117K	Hold	1,300	–	–	0.06%	218
2023 Q3	$106K	Hold	1,300	–	–	0.06%	219
2023 Q2	$105K	Hold	1,300	–	–	0.06%	231
2023 Q1	$93.2K	Hold	1,300	–	–	0.06%	258
2022 Q4	$85K	Hold	1,300	–	–	0.05%	269
2022 Q3	$84K	Buy	+1,300	New	+$102K	0.05%	245

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

Alta Advisers's WELL Position: Q1 2026 in Review

Alta Advisers held its Welltower (WELL) position steady in Q1 2026 at 2,733 shares worth $540K. The position accounts for 0.2% of the portfolio, ranked #78.

Alta Advisers first reported a position in WELL in Q3 2022 and has held it in 15 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Alta Advisers held 2,733 shares of Welltower worth $540K as of Q1 2026.
Alta Advisers left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.2% of Alta Advisers's portfolio in Q1 2026, its #78 holding.
Alta Advisers first reported a position in Welltower in Q3 2022 and has held it in 15 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.