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Ashton Thomas Securities’s Welltower WELL Stock Holding History

Ashton Thomas Securities’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 		$1.46M Buy
6,242
+1,042
+20% +$220K 0.22% 108
2026
Q1 		$1.03M Sell
5,200
-19
-0.4% -$3.75K 0.13% 165
2025
Q4 		$969K Buy
5,219
+1,663
+47% +$311K 0.18% 111
2025
Q3 		$633K Buy
3,556
+199
+6% +$32.7K 0.09% 199
2025
Q2 		$516K Buy
+3,357
New +$502K 0.12% 166
2024
Q4 		– Sell
-389
Closed -$49.8K – 1188
2024
Q3 		$49.8K Buy
+389
New +$45.4K 0.01% 422

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 Securities's WELL Position: Q2 2026 in Review

Ashton Thomas Securities increased its Welltower (WELL) stake by 20% in Q2 2026, buying an estimated $220K and bringing the position to 6,242 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #108.

Ashton Thomas Securities first reported a position in WELL in Q3 2024 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ashton Thomas Securities held 6,242 shares of Welltower worth $1.46M as of Q2 2026.
  • Ashton Thomas Securities bought 1,042 Welltower shares in Q2 2026, an estimated $220K.
  • Welltower made up 0.22% of Ashton Thomas Securities's portfolio in Q2 2026, its #108 holding.
  • Ashton Thomas Securities first reported a position in Welltower in Q3 2024 and has held it in 6 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.