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B. Riley Wealth Advisors’s Welltower WELL Stock Holding History

B. Riley Wealth Advisors’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 		$719K Buy
3,157
+21
+0.7% +$4.44K 0.04% 385
2026
Q1 		$612K Sell
3,136
-533
-15% -$105K 0.04% 394
2025
Q4 		$681K Buy
3,669
+605
+20% +$113K 0.03% 433
2025
Q3 		$546K Buy
3,064
+256
+9% +$42.1K 0.03% 498
2025
Q2 		$432K Buy
+2,808
New +$420K 0.02% 583
2024
Q4 		$2.88M Sell
22,869
-4,257
-16% -$559K 0.09% 211
2024
Q3 		$3.45M Sell
27,126
-3,695
-12% -$431K 0.1% 208
2024
Q2 		$3.21M Sell
30,821
-3,618
-11% -$355K 0.08% 229
2024
Q1 		$2.82M Buy
34,439
+1,798
+6% +$163K 0.08% 253
2023
Q4 		$2.94M Sell
32,641
-1,798
-5% -$156K 0.08% 261
2023
Q3 		$2.82M Buy
34,439
+63
+0.2% +$5.18K 0.08% 253
2023
Q2 		$2.78M Sell
34,376
-6,563
-16% -$506K 0.06% 289
2023
Q1 		$2.93M Buy
40,939
+6,518
+19% +$473K 0.08% 253
2022
Q4 		$2.26M Sell
34,421
-500
-1% -$32.1K 0.06% 310
2022
Q3 		$2.25M Buy
+34,921
New +$2.73M 0.07% 284
2022
Q2 		– Sell
-2,569
Closed -$247K – 1398
2022
Q1 		$247K Sell
2,569
-541
-17% -$47K 0.01% 1105
2021
Q4 		$267K Buy
3,110
+161
+5% +$13.4K 0.01% 1135
2021
Q3 		$244K Buy
2,949
+29
+1% +$2.49K 0.01% 1152
2021
Q2 		$243K Buy
2,920
+13
+0.4% +$995 0.01% 1133
2021
Q1 		$209K Buy
+2,907
New +$195K 0.01% 1174
2019
Q4 		– Sell
-3,077
Closed -$280K – 908
2019
Q3 		$280K Buy
3,077
+167
+6% +$14.5K 0.03% 610
2019
Q2 		$239K Buy
2,910
+258
+10% +$20.3K 0.03% 655
2019
Q1 		$208K Sell
2,652
-1,737
-40% -$130K 0.03% 645
2018
Q4 		$307K Sell
4,389
-966
-18% -$65.7K 0.04% 423
2018
Q3 		$347K Buy
5,355
+737
+16% +$47.6K 0.04% 450
2018
Q2 		$291K Buy
+4,618
New +$257K 0.04% 479
2018
Q1 		– Sell
-3,458
Closed -$222K – 721
2017
Q4 		$222K Buy
+3,458
New +$232K 0.03% 548
2017
Q2 		– Sell
-3,102
Closed -$221K – 557
2017
Q1 		$221K Buy
3,102
+7
+0.2% +$472 0.04% 438
2016
Q4 		$209K Sell
3,095
-15,423
-83% -$1.02M 0.04% 452
2016
Q3 		$1.39M Sell
18,518
-949
-5% -$72.7K 0.27% 92
2016
Q2 		$1.49M Buy
19,467
+953
+5% +$67.7K 0.3% 79
2016
Q1 		$1.28M Sell
18,514
-1,293
-7% -$83.4K 0.3% 85
2015
Q4 		$1.35M Sell
19,807
-249
-1% -$16.3K 0.27% 97
2015
Q3 		$1.36M Buy
20,056
+1,859
+10% +$124K 0.33% 71
2015
Q2 		$1.2M Sell
18,197
-9,205
-34% -$660K 0.3% 84
2015
Q1 		$2.12M Sell
27,402
-1,441
-5% -$113K 0.52% 39
2014
Q4 		$8.49K Buy
28,843
+8,716
+43% +$622K 0.18% 121
2014
Q3 		$1.25M Sell
20,127
-23,915
-54% -$1.54M 0.33% 67
2014
Q2 		$1.37M Buy
44,042
+21,507
+95% +$1.35M 0.32% 55
2014
Q1 		$1.34M Buy
22,535
+710
+3% +$40.6K 0.41% 47
2013
Q4 		$1.17M Buy
21,825
+325
+2% +$19.3K 0.37% 59
2013
Q3 		$1.34M Sell
21,500
-756
-3% -$48.1K 0.46% 47
2013
Q2 		$1.49M Buy
+22,256
New +$1.58M 0.51% 35

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

B. Riley Wealth Advisors's WELL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Welltower (WELL) stake by 0.67% in Q2 2026, buying an estimated $4.44K and bringing the position to 3,157 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #385.

B. Riley Wealth Advisors first reported a position in WELL in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.45M in Q3 2024. 475 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • B. Riley Wealth Advisors held 3,157 shares of Welltower worth $719K as of Q2 2026.
  • B. Riley Wealth Advisors bought 21 Welltower shares in Q2 2026, an estimated $4.44K.
  • Welltower made up 0.04% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #385 holding.
  • B. Riley Wealth Advisors first reported a position in Welltower in Q2 2013 and has held it in 43 quarters since.
  • B. Riley Wealth Advisors's Welltower position peaked at $3.45M in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.