Avestar Capital
WELL icon

Avestar Capital’s Welltower WELL Stock Holding History

Avestar Capital’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
Q3 		$371K Buy
1,611
+15
+0.9% +$3.55K 0.03% 424
2026
Q2 		$362K Buy
1,596
+33
+2% +$6.98K 0.02% 446
2026
Q1 		$309K Buy
1,563
+53
+4% +$10.5K 0.02% 431
2025
Q4 		$280K Sell
1,510
-86
-5% -$16.1K 0.02% 419
2025
Q3 		$284K Sell
1,596
-1,098
-41% -$180K 0.02% 421
2025
Q2 		$414K Sell
2,694
-209
-7% -$31.2K 0.03% 344
2025
Q1 		$445K Sell
2,903
-295
-9% -$42K 0.04% 305
2024
Q4 		$403K Buy
3,198
+662
+26% +$86.9K 0.03% 325
2024
Q3 		$325K Buy
2,536
+232
+10% +$27.1K 0.03% 333
2024
Q2 		$240K Buy
+2,304
New +$226K 0.02% 385
2019
Q3 		– Sell
-138
Closed -$9K – 838
2019
Q2 		$9K Hold
138
– – 0.01% 520
2019
Q1 		$9K Hold
138
– – 0.01% 496
2018
Q4 		$8K Hold
138
– – 0.01% 475
2018
Q3 		$7K Buy
138
+7
+5% +$452 ﹤0.01% 515
2018
Q2 		$6K Buy
131
+10
+8% +$557 ﹤0.01% 549
2018
Q1 		$3K Sell
121
-137
-53% -$7.74K ﹤0.01% 613
2017
Q4 		$14K Buy
+258
New +$17.3K 0.01% 396

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Avestar Capital's WELL Position: Q3 2026 in Review

Avestar Capital increased its Welltower (WELL) stake by 0.94% in Q3 2026, buying an estimated $3.55K and bringing the position to 1,611 shares worth $371K. The position accounts for 0.03% of the portfolio, ranked #424.

Avestar Capital first reported a position in WELL in Q4 2017 and has held it in 17 quarters since. The position peaked at $445K in Q1 2025. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Avestar Capital held 1,611 shares of Welltower worth $371K as of Q3 2026.
  • Avestar Capital bought 15 Welltower shares in Q3 2026, an estimated $3.55K.
  • Welltower made up 0.03% of Avestar Capital's portfolio in Q3 2026, its #424 holding.
  • Avestar Capital first reported a position in Welltower in Q4 2017 and has held it in 17 quarters since.
  • Avestar Capital's Welltower position peaked at $445K in Q1 2025.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.