Ameritas Advisory Services’s Welltower WELL Stock Holding History

Ameritas Advisory Services’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	$711K	Sell	3,598 -119	-3%	-$23.5K	0.03%	472
2025 Q4	$690K	Buy	3,717 +799	+27%	+$149K	0.03%	460
2025 Q3	$520K	Sell	2,918 -2,792	-49%	-$459K	0.03%	380
2025 Q2	$878K	Sell	5,710 -916	-14%	-$137K	0.05%	383
2025 Q1	$953K	Sell	6,626 -970	-13%	-$138K	0.04%	408
2024 Q4	$957K	Buy	7,596 +148	+2%	+$19.4K	0.03%	427
2024 Q3	$954K	Buy	7,448 +1,023	+16%	+$119K	0.04%	397
2024 Q2	$670K	Buy	6,425 +196	+3%	+$19.2K	0.03%	508
2024 Q1	$588K	Buy	6,229 +2,879	+86%	+$261K	0.02%	510
2023 Q4	$296K	Buy	3,350 +272	+9%	+$23.6K	0.02%	556
2023 Q3	$259K	Buy	+3,078	New	+$253K	0.01%	675
2023 Q2	–	Sell	-3,126	Closed	-$228K	–	2508
2023 Q1	$228K	Sell	3,126 -1,140	-27%	-$82.7K	0.01%	728
2022 Q4	$280K	Buy	+4,266	New	+$274K	0.01%	736
2022 Q3	–	Sell	-2,715	Closed	-$224K	–	812
2022 Q2	$224K	Buy	+2,715	New	+$242K	0.01%	716

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

Ameritas Advisory Services's WELL Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Welltower (WELL) stake by 3.2% in Q1 2026, selling an estimated $23.5K and leaving 3,598 shares worth $711K. The position accounts for 0.03% of the portfolio, ranked #472.

Ameritas Advisory Services first reported a position in WELL in Q2 2022 and has held it in 14 quarters since. The position peaked at $957K in Q4 2024. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Ameritas Advisory Services held 3,598 shares of Welltower worth $711K as of Q1 2026.
Ameritas Advisory Services sold 119 Welltower shares in Q1 2026, an estimated $23.5K.
Welltower made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #472 holding.
Ameritas Advisory Services first reported a position in Welltower in Q2 2022 and has held it in 14 quarters since.
Ameritas Advisory Services's Welltower position peaked at $957K in Q4 2024.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.