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Avidian Wealth Enterprises’s Welltower WELL Stock Holding History

Avidian Wealth Enterprises’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 		$672K Buy
2,959
+1,079
+57% +$228K 0.02% 410
2026
Q1 		$372K Buy
1,880
+190
+11% +$37.5K 0.01% 497
2025
Q4 		$314K Buy
1,690
+123
+8% +$23K 0.01% 468
2025
Q3 		$279K Buy
1,567
+188
+14% +$30.9K 0.01% 481
2025
Q2 		$212K Sell
1,379
-98
-7% -$14.6K 0.01% 517
2025
Q1 		$226K Sell
1,477
-880
-37% -$125K 0.01% 484
2024
Q4 		$297K Sell
2,357
-117
-5% -$15.4K 0.01% 397
2024
Q3 		$317K Buy
+2,474
New +$289K 0.01% 388

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

Avidian Wealth Enterprises's WELL Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Welltower (WELL) stake by 57% in Q2 2026, buying an estimated $228K and bringing the position to 2,959 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #410.

Avidian Wealth Enterprises first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Avidian Wealth Enterprises held 2,959 shares of Welltower worth $672K as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,079 Welltower shares in Q2 2026, an estimated $228K.
  • Welltower made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #410 holding.
  • Avidian Wealth Enterprises first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.