Avantax Advisory Services’s Welltower WELL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$6.62M	Buy	43,032 +2,563	+6%	+$383K	0.04%	363
2025 Q1	$6.2M	Sell	40,469 -310	-0.8%	-$44.2K	0.04%	351
2024 Q4	$5.14M	Buy	40,779 +42	+0.1%	+$5.51K	0.03%	394
2024 Q3	$5.22M	Sell	40,737 -599	-1%	-$69.9K	0.03%	382
2024 Q2	$4.31M	Buy	41,336 +34,321	+489%	+$3.36M	0.03%	417
2024 Q1	$655K	Sell	7,015 -2,730	-28%	-$247K	0.01%	923
2023 Q4	$879K	Sell	9,745 -352	-3%	-$30.5K	0.01%	759
2023 Q3	$827K	Sell	10,097 -109	-1%	-$8.96K	0.01%	751
2023 Q2	$826K	Buy	10,206 +25	+0.2%	+$1.93K	0.01%	751
2023 Q1	$730K	Sell	10,181 -575	-5%	-$41.7K	0.01%	770
2022 Q4	$705K	Sell	10,756 -11,862	-52%	-$763K	0.01%	742
2022 Q3	$1.46M	Buy	22,618 +2,039	+10%	+$159K	0.02%	450
2022 Q2	$1.7M	Sell	20,579 -23	-0.1%	-$2.05K	0.03%	414
2022 Q1	$1.98M	Buy	20,602 +2,199	+12%	+$191K	0.03%	378
2021 Q4	$1.58M	Buy	18,403 +892	+5%	+$74.4K	0.02%	410
2021 Q3	$1.43M	Sell	17,511 -2,097	-11%	-$180K	0.02%	407
2021 Q2	$1.63M	Buy	19,608 +4,138	+27%	+$317K	0.03%	372
2021 Q1	$1.1M	Buy	15,470 +5,506	+55%	+$370K	0.02%	404
2020 Q4	$641K	Sell	9,964 -23,376	-70%	-$1.42M	0.02%	483
2020 Q3	$1.85M	Buy	33,340 +22,537	+209%	+$1.24M	0.03%	376
2020 Q2	$561K	Sell	10,803 -749	-6%	-$36.8K	0.02%	456
2020 Q1	$532K	Sell	11,552 -450	-4%	-$33.2K	0.02%	424
2019 Q4	$982K	Buy	12,002 +2,808	+31%	+$240K	0.02%	338
2019 Q3	$832K	Buy	9,194 +231	+3%	+$20.1K	0.03%	241
2019 Q2	$731K	Buy	8,963 +1,152	+15%	+$90.6K	0.03%	237
2019 Q1	$606K	Buy	7,811 +1,342	+21%	+$101K	0.03%	247
2018 Q4	$451K	Buy	+6,469	New	+$440K	0.08%	236

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's WELL Position: Q2 2025 in Review

Avantax Advisory Services increased its Welltower (WELL) stake by 6.3% in Q2 2025, buying an estimated $383K and bringing the position to 43,032 shares worth $6.62M. The position accounts for 0.04% of the portfolio, ranked #363.

Avantax Advisory Services first reported a position in WELL in Q4 2018 and has held it in 27 quarters since. 1,260 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Avantax Advisory Services held 43,032 shares of Welltower worth $6.62M as of Q2 2025.
Avantax Advisory Services bought 2,563 Welltower shares in Q2 2025, an estimated $383K.
Welltower made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #363 holding.
Avantax Advisory Services first reported a position in Welltower in Q4 2018 and has held it in 27 quarters since.
1,260 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.