Arax Advisory Partners’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 | $10.3M | Buy |
45,461
+43,245
| +1,951% | +$9.14M | 0.07% | 296 |
|
|
2026
Q1 | $442K | Sell |
2,216
-1,394
| -39% | -$275K | 0.01% | 694 |
|
|
2025
Q4 | $670K | Sell |
3,610
-9,386
| -72% | -$1.75M | 0.02% | 488 |
|
|
2025
Q3 | $2.32M | Buy |
12,996
+11,250
| +644% | +$1.85M | 0.03% | 428 |
|
|
2025
Q2 | $268K | Buy |
1,746
+273
| +19% | +$40.8K | 0.01% | 560 |
|
|
2025
Q1 | $226K | Buy |
1,473
+434
| +42% | +$61.8K | 0.01% | 496 |
|
|
2024
Q4 | $131K | Buy |
1,039
+521
| +101% | +$68.4K | 0.01% | 598 |
|
|
2024
Q3 | $66.3K | Buy |
518
+9
| +2% | +$1.05K | 0.01% | 618 |
|
|
2024
Q2 | $53K | Buy |
509
+98
| +24% | +$9.6K | 0.01% | 632 |
|
|
2024
Q1 | $38.4K | Sell |
411
-12
| -3% | -$1.09K | ﹤0.01% | 546 |
|
|
2023
Q4 | $38.1K | Sell |
423
-9
| -2% | -$781 | ﹤0.01% | 532 |
|
|
2023
Q3 | $35.4K | Buy |
432
+27
| +7% | +$2.22K | ﹤0.01% | 506 |
|
|
2023
Q2 | $32.8K | Buy |
405
+77
| +23% | +$5.93K | ﹤0.01% | 516 |
|
|
2023
Q1 | $23.5K | Buy |
328
+3
| +0.9% | +$218 | ﹤0.01% | 561 |
|
|
2022
Q4 | $21.3K | Sell |
325
-13
| -4% | -$836 | ﹤0.01% | 549 |
|
|
2022
Q3 | $22K | Buy |
338
+7
| +2% | +$547 | ﹤0.01% | 558 |
|
|
2022
Q2 | $27K | Buy |
331
+13
| +4% | +$1.16K | ﹤0.01% | 528 |
|
|
2022
Q1 | $31K | Sell |
318
-49
| -13% | -$4.26K | ﹤0.01% | 524 |
|
|
2021
Q4 | $32K | Buy |
367
+19
| +5% | +$1.58K | ﹤0.01% | 522 |
|
|
2021
Q3 | $29K | Buy |
348
+3
| +0.9% | +$258 | ﹤0.01% | 523 |
|
|
2021
Q2 | $29K | Buy |
+345
| New | +$26.4K | ﹤0.01% | 540 |
|
|
2020
Q4 | $20K | Buy |
306
+3
| +1% | +$182 | ﹤0.01% | 504 |
|
|
2020
Q3 | $17K | Buy |
303
+3
| +1% | +$165 | ﹤0.01% | 489 |
|
|
2020
Q2 | $16K | Buy |
300
+4
| +1% | +$197 | ﹤0.01% | 498 |
|
|
2020
Q1 | $14K | Buy |
296
+3
| +1% | +$221 | ﹤0.01% | 499 |
|
|
2019
Q4 | $24K | Buy |
293
+3
| +1% | +$257 | 0.01% | 404 |
|
|
2019
Q3 | $26K | Buy |
290
+3
| +1% | +$261 | 0.01% | 395 |
|
|
2019
Q2 | $23K | Buy |
+287
| New | +$22.6K | 0.01% | 398 |
|
|
2018
Q4 | $19K | Buy |
281
+4
| +1% | +$272 | 0.01% | 379 |
|
|
2018
Q3 | $18K | Sell |
277
-789
| -74% | -$51K | 0.01% | 420 |
|
|
2018
Q2 | $66K | Sell |
1,066
-7
| -0.7% | -$390 | 0.03% | 200 |
|
|
2018
Q1 | $58K | Buy |
1,073
+785
| +273% | +$44.3K | 0.03% | 192 |
|
|
2017
Q4 | $18K | Sell |
288
-175
| -38% | -$11.7K | 0.01% | 290 |
|
|
2017
Q3 | $32K | Buy |
463
+112
| +32% | +$8.14K | 0.02% | 253 |
|
|
2017
Q2 | $26K | Buy |
351
+73
| +26% | +$5.34K | 0.01% | 280 |
|
|
2017
Q1 | $19K | Buy |
278
+3
| +1% | +$202 | 0.01% | 287 |
|
|
2016
Q4 | $18K | Buy |
+275
| New | +$18.2K | 0.01% | 274 |
|
Other funds holding WELL
Arax Advisory Partners's WELL Position: Q2 2026 in Review
Arax Advisory Partners increased its Welltower (WELL) stake by 1,951% in Q2 2026, buying an estimated $9.14M and bringing the position to 45,461 shares worth $10.3M. The position accounts for 0.07% of the portfolio, ranked #296.
Arax Advisory Partners first reported a position in WELL in Q4 2016 and has held it in 37 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Arax Advisory Partners held 45,461 shares of Welltower worth $10.3M as of Q2 2026.
- Arax Advisory Partners bought 43,245 Welltower shares in Q2 2026, an estimated $9.14M.
- Welltower made up 0.07% of Arax Advisory Partners's portfolio in Q2 2026, its #296 holding.
- Arax Advisory Partners first reported a position in Welltower in Q4 2016 and has held it in 37 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.