Armor Investment Advisors’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 | $230K | Hold |
1,013
| – | – | 0.07% | 92 |
|
|
2026
Q1 | $200K | Buy |
+1,013
| New | +$200K | 0.07% | 104 |
|
|
2024
Q2 | – | Sell |
-2,308
| Closed | -$216K | – | 167 |
|
|
2024
Q1 | $216K | Sell |
2,308
-285
| -11% | -$25.8K | 0.1% | 100 |
|
|
2023
Q4 | $234K | Sell |
2,593
-160
| -6% | -$13.9K | 0.12% | 97 |
|
|
2023
Q3 | $226K | Buy |
2,753
+203
| +8% | +$16.7K | 0.13% | 95 |
|
|
2023
Q2 | $206K | Buy |
+2,550
| New | +$196K | 0.13% | 97 |
|
|
2023
Q1 | – | Sell |
-3,145
| Closed | -$206K | – | 179 |
|
|
2022
Q4 | $206K | Sell |
3,145
-400
| -11% | -$25.7K | 0.13% | 108 |
|
|
2022
Q3 | $228K | Sell |
3,545
-1,260
| -26% | -$98.5K | 0.16% | 104 |
|
|
2022
Q2 | $396K | Sell |
4,805
-300
| -6% | -$26.7K | 0.26% | 81 |
|
|
2022
Q1 | $491K | Sell |
5,105
-780
| -13% | -$67.7K | 0.28% | 81 |
|
|
2021
Q4 | $505K | Sell |
5,885
-500
| -8% | -$41.7K | 0.28% | 81 |
|
|
2021
Q3 | $526K | Sell |
6,385
-610
| -9% | -$52.4K | 0.33% | 76 |
|
|
2021
Q2 | $581K | Hold |
6,995
| – | – | 0.35% | 68 |
|
|
2021
Q1 | $501K | Sell |
6,995
-50
| -0.7% | -$3.36K | 0.33% | 72 |
|
|
2020
Q4 | $455K | Hold |
7,045
| – | – | 0.32% | 69 |
|
|
2020
Q3 | $388K | Sell |
7,045
-100
| -1% | -$5.49K | 0.33% | 67 |
|
|
2020
Q2 | $370K | Hold |
7,145
| – | – | 0.32% | 69 |
|
|
2020
Q1 | $327K | Sell |
7,145
-400
| -5% | -$29.5K | 0.33% | 64 |
|
|
2019
Q4 | $617K | Sell |
7,545
-200
| -3% | -$17.1K | 0.48% | 57 |
|
|
2019
Q3 | $702K | Buy |
7,745
+175
| +2% | +$15.2K | 0.57% | 51 |
|
|
2019
Q2 | $617K | Sell |
7,570
-150
| -2% | -$11.8K | 0.52% | 54 |
|
|
2019
Q1 | $599K | Hold |
7,720
| – | – | 0.52% | 57 |
|
|
2018
Q4 | $536K | Hold |
7,720
| – | – | 0.54% | 55 |
|
|
2018
Q3 | $497K | Sell |
7,720
-100
| -1% | -$6.46K | 0.44% | 61 |
|
|
2018
Q2 | $490K | Hold |
7,820
| – | – | 0.44% | 62 |
|
|
2018
Q1 | $426K | Sell |
7,820
-900
| -10% | -$50.8K | 0.39% | 66 |
|
|
2017
Q4 | $556K | Buy |
8,720
+200
| +2% | +$13.4K | 0.5% | 59 |
|
|
2017
Q3 | $599K | Hold |
8,520
| – | – | 0.57% | 56 |
|
|
2017
Q2 | $638K | Buy |
8,520
+100
| +1% | +$7.31K | 0.63% | 53 |
|
|
2017
Q1 | $596K | Buy |
8,420
+600
| +8% | +$40.5K | 0.59% | 56 |
|
|
2016
Q4 | $523K | Buy |
+7,820
| New | +$518K | 0.54% | 59 |
|
Other funds holding WELL
Armor Investment Advisors's WELL Position: Q2 2026 in Review
Armor Investment Advisors held its Welltower (WELL) position steady in Q2 2026 at 1,013 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #92.
Armor Investment Advisors first reported a position in WELL in Q4 2016 and has held it in 31 quarters since. The position peaked at $702K in Q3 2019. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Armor Investment Advisors held 1,013 shares of Welltower worth $230K as of Q2 2026.
- Armor Investment Advisors left its Welltower share count unchanged in Q2 2026.
- Welltower made up 0.07% of Armor Investment Advisors's portfolio in Q2 2026, its #92 holding.
- Armor Investment Advisors first reported a position in Welltower in Q4 2016 and has held it in 31 quarters since.
- Armor Investment Advisors's Welltower position peaked at $702K in Q3 2019.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Armor Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.