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Aptus Capital Advisors’s Welltower WELL Stock Holding History

Aptus Capital Advisors’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 		$12.2M Buy
53,550
+1,131
+2% +$239K 0.08% 201
2026
Q1 		$10.4M Sell
52,419
-1,857
-3% -$367K 0.08% 201
2025
Q4 		$10.1M Buy
54,276
+2,128
+4% +$397K 0.07% 208
2025
Q3 		$9.29M Buy
52,148
+3,301
+7% +$543K 0.07% 221
2025
Q2 		$7.51M Buy
48,847
+3,895
+9% +$582K 0.06% 234
2025
Q1 		$6.89M Buy
44,952
+40,443
+897% +$5.76M 0.07% 235
2024
Q4 		$568K Buy
4,509
+1,213
+37% +$159K 0.01% 596
2024
Q3 		$422K Buy
3,296
+109
+3% +$12.7K 0.01% 582
2024
Q2 		$332K Buy
3,187
+501
+19% +$49.1K 0.01% 592
2024
Q1 		$251K Buy
2,686
+394
+17% +$35.7K ﹤0.01% 676
2023
Q4 		$207K Buy
+2,292
New +$199K 0.01% 553

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aptus Capital Advisors's WELL Position: Q2 2026 in Review

Aptus Capital Advisors increased its Welltower (WELL) stake by 2.2% in Q2 2026, buying an estimated $239K and bringing the position to 53,550 shares worth $12.2M. The position accounts for 0.08% of the portfolio, ranked #201.

Aptus Capital Advisors first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Aptus Capital Advisors held 53,550 shares of Welltower worth $12.2M as of Q2 2026.
  • Aptus Capital Advisors bought 1,131 Welltower shares in Q2 2026, an estimated $239K.
  • Welltower made up 0.08% of Aptus Capital Advisors's portfolio in Q2 2026, its #201 holding.
  • Aptus Capital Advisors first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.