American Financial 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 | $2.18M | Sell |
9,594
-257
| -3% | -$54.3K | 0.26% | 44 |
|
|
2026
Q1 | $1.95M | Sell |
9,851
-598
| -6% | -$118K | 0.26% | 42 |
|
|
2025
Q4 | $1.94M | Sell |
10,449
-414
| -4% | -$77.3K | 0.25% | 42 |
|
|
2025
Q3 | $1.94M | Sell |
10,863
-2,340
| -18% | -$385K | 0.25% | 44 |
|
|
2025
Q2 | $2.03M | Sell |
13,203
-63
| -0.5% | -$9.41K | 0.28% | 41 |
|
|
2025
Q1 | $2.03M | Sell |
13,266
-319
| -2% | -$45.5K | 0.29% | 40 |
|
|
2024
Q4 | $1.71M | Buy |
13,585
+39
| +0.3% | +$5.12K | 0.24% | 45 |
|
|
2024
Q3 | $1.73M | Sell |
13,546
-63
| -0.5% | -$7.35K | 0.24% | 48 |
|
|
2024
Q2 | $1.42M | Sell |
13,609
-629
| -4% | -$61.6K | 0.2% | 52 |
|
|
2024
Q1 | $1.33M | Sell |
14,238
-169
| -1% | -$15.3K | 0.19% | 53 |
|
|
2023
Q4 | $1.3M | Sell |
14,407
-1,362
| -9% | -$118K | 0.19% | 49 |
|
|
2023
Q3 | $1.29M | Sell |
15,769
-725
| -4% | -$59.6K | 0.2% | 50 |
|
|
2023
Q2 | $1.33M | Sell |
16,494
-76
| -0.5% | -$5.86K | 0.21% | 52 |
|
|
2023
Q1 | $1.19M | Sell |
16,570
-22
| -0.1% | -$1.6K | 0.19% | 51 |
|
|
2022
Q4 | $1.09M | Sell |
16,592
-59
| -0.4% | -$3.79K | 0.18% | 52 |
|
|
2022
Q3 | $1.07M | Sell |
16,651
-55
| -0.3% | -$4.3K | 0.18% | 50 |
|
|
2022
Q2 | $1.38M | Sell |
16,706
-2,910
| -15% | -$259K | 0.37% | 27 |
|
|
2022
Q1 | $1.89M | Sell |
19,616
-2,631
| -12% | -$229K | 0.26% | 44 |
|
|
2021
Q4 | $1.91M | Sell |
22,247
-9,806
| -31% | -$817K | 0.24% | 44 |
|
|
2021
Q3 | $2.64M | Sell |
32,053
-5,935
| -16% | -$510K | 0.35% | 37 |
|
|
2021
Q2 | $3.16M | Sell |
37,988
-15,135
| -28% | -$1.16M | 0.43% | 35 |
|
|
2021
Q1 | $3.81M | Sell |
53,123
-151,973
| -74% | -$10.2M | 0.57% | 32 |
|
|
2020
Q4 | $13.3M | Sell |
205,096
-10,262
| -5% | -$623K | 1.89% | 25 |
|
|
2020
Q3 | $11.9M | Sell |
215,358
-7,263
| -3% | -$399K | 1.93% | 24 |
|
|
2020
Q2 | $11.4M | Buy |
222,621
+17,241
| +8% | +$847K | 1.83% | 24 |
|
|
2020
Q1 | $9.44M | Buy |
205,380
+62,103
| +43% | +$4.58M | 1.69% | 26 |
|
|
2019
Q4 | $12.9M | Buy |
143,277
+333
| +0.2% | +$28.5K | 2.27% | 22 |
|
|
2019
Q3 | $13M | Sell |
142,944
-3,621
| -2% | -$315K | 2.45% | 17 |
|
|
2019
Q2 | $11.9M | Buy |
146,565
+2,218
| +2% | +$174K | 2.33% | 18 |
|
|
2019
Q1 | $11.2M | Buy |
144,347
+73,205
| +103% | +$5.49M | 2.28% | 18 |
|
|
2018
Q4 | $4.94M | Buy |
+71,142
| New | +$4.84M | 1.08% | 25 |
|
Other funds holding WELL
American Financial Advisors's WELL Position: Q2 2026 in Review
American Financial Advisors reduced its Welltower (WELL) stake by 2.6% in Q2 2026, selling an estimated $54.3K and leaving 9,594 shares worth $2.18M. The position accounts for 0.26% of the portfolio, ranked #44.
American Financial Advisors first reported a position in WELL in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.3M in Q4 2020. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- American Financial Advisors held 9,594 shares of Welltower worth $2.18M as of Q2 2026.
- American Financial Advisors sold 257 Welltower shares in Q2 2026, an estimated $54.3K.
- Welltower made up 0.26% of American Financial Advisors's portfolio in Q2 2026, its #44 holding.
- American Financial Advisors first reported a position in Welltower in Q4 2018 and has held it in 31 quarters since.
- American Financial Advisors's Welltower position peaked at $13.3M in Q4 2020.
- 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.