ARS Wealth Advisors Group’s Welltower WELL Stock Holding History

ARS Wealth Advisors Group’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	$1.16M	Buy	5,130 +17	+0.3%	+$3.59K	0.09%	90
2026 Q1	$1.01M	Buy	5,113 +125	+3%	+$24.7K	0.09%	86
2025 Q4	$926K	Hold	4,988	–	–	0.08%	83
2025 Q3	$889K	Sell	4,988 -6	-0.1%	-$986	0.09%	81
2025 Q2	$768K	Buy	4,994 +6	+0.1%	+$897	0.09%	87
2025 Q1	$764K	Sell	4,988 -33	-0.7%	-$4.7K	0.11%	73
2024 Q4	$633K	Hold	5,021	–	–	0.09%	84
2024 Q3	$643K	Sell	5,021 -36	-0.7%	-$4.2K	0.08%	92
2024 Q2	$527K	Hold	5,057	–	–	0.07%	95
2024 Q1	$473K	Sell	5,057 -145	-3%	-$13.1K	0.06%	98
2023 Q4	$469K	Buy	5,202 +586	+13%	+$50.8K	0.07%	95
2023 Q3	$378K	Sell	4,616 -75	-2%	-$6.17K	0.06%	104
2023 Q2	$379K	Buy	4,691 +33	+0.7%	+$2.54K	0.06%	99
2023 Q1	$334K	Hold	4,658	–	–	0.06%	95
2022 Q4	$305K	Hold	4,658	–	–	0.05%	107
2022 Q3	$300K	Sell	4,658 -250	-5%	-$19.5K	0.05%	118
2022 Q2	$404K	Buy	4,908 +250	+5%	+$22.2K	0.06%	115
2022 Q1	$448K	Hold	4,658	–	–	0.08%	85
2021 Q4	$400K	Hold	4,658	–	–	0.07%	94
2021 Q3	$384K	Buy	+4,658	New	+$400K	0.07%	92

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ARS Wealth Advisors Group's WELL Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Welltower (WELL) stake by 0.33% in Q2 2026, buying an estimated $3.59K and bringing the position to 5,130 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #90.

ARS Wealth Advisors Group first reported a position in WELL in Q3 2021 and has held it in 20 quarters since. 538 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

ARS Wealth Advisors Group held 5,130 shares of Welltower worth $1.16M as of Q2 2026.
ARS Wealth Advisors Group bought 17 Welltower shares in Q2 2026, an estimated $3.59K.
Welltower made up 0.09% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #90 holding.
ARS Wealth Advisors Group first reported a position in Welltower in Q3 2021 and has held it in 20 quarters since.
538 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.