Apollon Wealth Management’s Welltower WELL Stock Holding History

Apollon Wealth Management’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 Q2	$1.6M	Buy	7,043 +780	+12%	+$165K	0.02%	554
2026 Q1	$1.24M	Sell	6,263 -485	-7%	-$95.8K	0.02%	526
2025 Q4	$1.25M	Buy	6,748 +1,171	+21%	+$219K	0.02%	498
2025 Q3	$993K	Sell	5,577 -198	-3%	-$32.5K	0.02%	566
2025 Q2	$888K	Buy	5,775 +211	+4%	+$31.5K	0.02%	584
2025 Q1	$852K	Buy	5,564 +717	+15%	+$102K	0.02%	553
2024 Q4	$611K	Buy	4,847 +724	+18%	+$95K	0.01%	676
2024 Q3	$528K	Buy	4,123 +11	+0.3%	+$1.28K	0.01%	699
2024 Q2	$429K	Sell	4,112 -112	-3%	-$11K	0.01%	741
2024 Q1	$395K	Sell	4,224 -63	-1%	-$5.7K	0.01%	774
2023 Q4	$387K	Buy	4,287 +197	+5%	+$17.1K	0.01%	744
2023 Q3	$335K	Buy	+4,090	New	+$336K	0.02%	667
2020 Q3	–	Sell	-107	Closed	-$6K	–	682
2020 Q2	$6K	Buy	+107	New	+$5.26K	﹤0.01%	549

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Apollon Wealth Management's WELL Position: Q2 2026 in Review

Apollon Wealth Management increased its Welltower (WELL) stake by 12% in Q2 2026, buying an estimated $165K and bringing the position to 7,043 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #554.

Apollon Wealth Management first reported a position in WELL in Q2 2020 and has held it in 13 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Apollon Wealth Management held 7,043 shares of Welltower worth $1.6M as of Q2 2026.
Apollon Wealth Management bought 780 Welltower shares in Q2 2026, an estimated $165K.
Welltower made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #554 holding.
Apollon Wealth Management first reported a position in Welltower in Q2 2020 and has held it in 13 quarters since.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.