American Capital Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
American Capital Advisory's WELL Position: Q2 2026 in Review
American Capital Advisory increased its Welltower (WELL) stake by 31% in Q2 2026, buying an estimated $1.69K and bringing the position to 34 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #388.
American Capital Advisory first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- American Capital Advisory held 34 shares of Welltower worth $7.72K as of Q2 2026.
- American Capital Advisory bought 8 Welltower shares in Q2 2026, an estimated $1.69K.
- Welltower made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #388 holding.
- American Capital Advisory first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.