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Arkadios Wealth Advisors’s Welltower WELL Stock Holding History

Arkadios Wealth 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 		$3.75M Sell
16,507
-728
-4% -$154K 0.06% 332
2026
Q1 		$3.41M Sell
17,235
-8,183
-32% -$1.62M 0.06% 347
2025
Q4 		$4.72M Buy
25,418
+5,564
+28% +$1.04M 0.09% 234
2025
Q3 		$3.54M Buy
19,854
+10,152
+105% +$1.67M 0.08% 251
2025
Q2 		$1.49M Buy
9,702
+465
+5% +$69.5K 0.04% 424
2025
Q1 		$1.42M Buy
9,237
+2,819
+44% +$402K 0.05% 367
2024
Q4 		$809K Sell
6,418
-68
-1% -$8.93K 0.04% 386
2024
Q3 		$830K Sell
6,486
-577
-8% -$67.3K 0.05% 372
2024
Q2 		$736K Buy
7,063
+19
+0.3% +$1.86K 0.05% 353
2024
Q1 		$658K Sell
7,044
-34
-0.5% -$3.08K 0.05% 328
2023
Q4 		$638K Sell
7,078
-3,163
-31% -$274K 0.05% 308
2023
Q3 		$839K Sell
10,241
-365
-3% -$30K 0.08% 240
2023
Q2 		$858K Sell
10,606
-2,067
-16% -$159K 0.1% 209
2023
Q1 		$909K Sell
12,673
-7
-0.1% -$508 0.11% 200
2022
Q4 		$831K Sell
12,680
-654
-5% -$42K 0.11% 196
2022
Q3 		$858K Sell
13,334
-1,659
-11% -$130K 0.13% 181
2022
Q2 		$1.24M Sell
14,993
-602
-4% -$53.6K 0.18% 150
2022
Q1 		$1.5M Sell
15,595
-1,612
-9% -$140K 0.2% 129
2021
Q4 		$1.48M Buy
17,207
+5,016
+41% +$418K 0.2% 121
2021
Q3 		$1M Sell
12,191
-18
-0.1% -$1.55K 0.14% 164
2021
Q2 		$1.01M Buy
12,209
+8,715
+249% +$667K 0.12% 197
2021
Q1 		$250K Buy
3,494
+428
+14% +$28.7K 0.04% 372
2020
Q4 		$198K Sell
3,066
-9,874
-76% -$599K 0.04% 327
2020
Q3 		$702K Buy
12,940
+731
+6% +$40.1K 0.35% 61
2020
Q2 		$610K Buy
12,209
+8,392
+220% +$412K 0.34% 63
2020
Q1 		$175K Buy
3,817
+5
+0.1% +$369 0.11% 159
2019
Q4 		$334K Buy
+3,812
New +$326K 0.2% 112

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

Arkadios Wealth Advisors's WELL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Welltower (WELL) stake by 4.2% in Q2 2026, selling an estimated $154K and leaving 16,507 shares worth $3.75M. The position accounts for 0.06% of the portfolio, ranked #332.

Arkadios Wealth Advisors first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.72M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Arkadios Wealth Advisors held 16,507 shares of Welltower worth $3.75M as of Q2 2026.
  • Arkadios Wealth Advisors sold 728 Welltower shares in Q2 2026, an estimated $154K.
  • Welltower made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • Arkadios Wealth Advisors first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Welltower position peaked at $4.72M in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.