Ameritas Advisory Services’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
$1.43M Buy
6,315
+2,717
+76% +$574K 0.03% 446
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

Ameritas Advisory Services's WELL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Welltower (WELL) stake by 76% in Q2 2026, buying an estimated $574K and bringing the position to 6,315 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #446.

Ameritas Advisory Services first reported a position in WELL in Q2 2022 and has held it in 15 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ameritas Advisory Services held 6,315 shares of Welltower worth $1.43M as of Q2 2026.
  • Ameritas Advisory Services bought 2,717 Welltower shares in Q2 2026, an estimated $574K.
  • Welltower made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #446 holding.
  • Ameritas Advisory Services first reported a position in Welltower in Q2 2022 and has held it in 15 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.