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Avion Wealth’s Welltower WELL Stock Holding History

Avion Wealth’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 		$34K Buy
150
+2
+1% +$423 0.01% 297
2026
Q1 		$29K Buy
148
+14
+10% +$2.77K 0.01% 274
2025
Q4 		$24K Sell
134
-1
-0.7% -$187 0.01% 312
2025
Q3 		$24K Buy
135
+2
+2% +$329 0.01% 312
2025
Q2 		$20K Buy
133
+45
+51% +$6.72K ﹤0.01% 316
2025
Q1 		$11K Hold
88
– – ﹤0.01% 391
2024
Q4 		$11K Buy
88
+4
+5% +$525 ﹤0.01% 390
2024
Q3 		$10K Buy
84
+12
+17% +$1.4K ﹤0.01% 382
2024
Q2 		$7K Buy
72
+16
+29% +$1.57K ﹤0.01% 416
2024
Q1 		$6K Buy
56
+22
+65% +$1.99K ﹤0.01% 438
2023
Q4 		$3K Buy
34
+5
+17% +$434 ﹤0.01% 515
2023
Q3 		$1K Buy
29
+12
+71% +$987 ﹤0.01% 754
2023
Q2 		$0 Buy
17
+14
+467% +$1.08K ﹤0.01% 1059
2023
Q1 		$0 Hold
3
– – ﹤0.01% 798
2022
Q4 		$0 Hold
3
– – ﹤0.01% 544
2022
Q3 		$0 Hold
3
– – ﹤0.01% 585
2022
Q2 		$0 Hold
3
– – ﹤0.01% 558
2022
Q1 		$0 Hold
3
– – ﹤0.01% 435
2021
Q4 		$0 Hold
3
– – ﹤0.01% 437
2021
Q3 		$0 Hold
3
– – ﹤0.01% 421
2021
Q2 		$0 Buy
+3
New +$230 ﹤0.01% 414
2020
Q4 		– Sell
-150
Closed -$8K – 379
2020
Q3 		$8K Hold
150
– – ﹤0.01% 208
2020
Q2 		$8K Hold
150
– – ﹤0.01% 184
2020
Q1 		$7K Buy
+150
New +$11.1K ﹤0.01% 188

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

Avion Wealth's WELL Position: Q2 2026 in Review

Avion Wealth increased its Welltower (WELL) stake by 1.4% in Q2 2026, buying an estimated $423 and bringing the position to 150 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #297.

Avion Wealth first reported a position in WELL in Q1 2020 and has held it in 24 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Avion Wealth held 150 shares of Welltower worth $34K as of Q2 2026.
  • Avion Wealth bought 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #297 holding.
  • Avion Wealth first reported a position in Welltower in Q1 2020 and has held it in 24 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.