AC
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
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% 332
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avestar Capital's WELL Position: Q1 2026 in Review

Avestar Capital increased its Welltower (WELL) stake by 3.5% in Q1 2026, buying an estimated $10.5K and bringing the position to 1,563 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #431.

Avestar Capital first reported a position in WELL in Q4 2017 and has held it in 15 quarters since. The position peaked at $445K in Q1 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Avestar Capital held 1,563 shares of Welltower worth $309K as of Q1 2026.
  • Avestar Capital bought 53 Welltower shares in Q1 2026, an estimated $10.5K.
  • Welltower made up 0.02% of Avestar Capital's portfolio in Q1 2026, its #431 holding.
  • Avestar Capital first reported a position in Welltower in Q4 2017 and has held it in 15 quarters since.
  • Avestar Capital's Welltower position peaked at $445K in Q1 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.