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Ashton Thomas Private Wealth’s Welltower WELL Stock Holding History

Ashton Thomas Private Wealth’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 		$595K Buy
2,620
+1,347
+106% +$285K 0.01% 717
2026
Q1 		$252K Buy
+1,273
New +$252K 0.01% 954
2024
Q4 		– Sell
-2,769
Closed -$355K – 820
2024
Q3 		$355K Sell
2,769
-5
-0.2% -$583 0.02% 486
2024
Q2 		$289K Sell
2,774
-77
-3% -$7.55K 0.02% 493
2024
Q1 		$266K Sell
2,851
-301
-10% -$27.3K 0.02% 514
2023
Q4 		$284K Hold
3,152
– – 0.02% 508
2023
Q3 		$258K Sell
3,152
-319
-9% -$26.2K 0.02% 496
2023
Q2 		$281K Buy
+3,471
New +$267K 0.02% 491
2022
Q2 		– Sell
-2,137
Closed -$205K – 492
2022
Q1 		$205K Sell
2,137
-493
-19% -$42.8K 0.02% 452
2021
Q4 		$226K Buy
2,630
+41
+2% +$3.42K 0.02% 419
2021
Q3 		$213K Buy
+2,589
New +$222K 0.03% 346

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

Ashton Thomas Private Wealth's WELL Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Welltower (WELL) stake by 106% in Q2 2026, buying an estimated $285K and bringing the position to 2,620 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #717.

Ashton Thomas Private Wealth first reported a position in WELL in Q3 2021 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ashton Thomas Private Wealth held 2,620 shares of Welltower worth $595K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 1,347 Welltower shares in Q2 2026, an estimated $285K.
  • Welltower made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #717 holding.
  • Ashton Thomas Private Wealth first reported a position in Welltower in Q3 2021 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.