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Beacon Pointe Advisors’s Welltower WELL Stock Holding History

Beacon Pointe 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 		$4.61M Buy
20,305
+3,900
+24% +$825K 0.02% 531
2026
Q1 		$3.24M Buy
16,405
+5,876
+56% +$1.16M 0.02% 599
2025
Q4 		$1.95M Buy
10,529
+1,992
+23% +$372K 0.01% 615
2025
Q3 		$1.52M Sell
8,537
-1,448
-15% -$238K 0.01% 610
2025
Q2 		$1.53M Sell
9,985
-381
-4% -$56.9K 0.02% 543
2025
Q1 		$1.59M Sell
10,366
-4,596
-31% -$655K 0.02% 517
2024
Q4 		$1.89M Sell
14,962
-3,339
-18% -$438K 0.02% 471
2024
Q3 		$2.34M Sell
18,301
-142
-0.8% -$16.6K 0.03% 433
2024
Q2 		$1.92M Buy
18,443
+1,009
+6% +$98.9K 0.02% 486
2024
Q1 		$1.63M Sell
17,434
-4,736
-21% -$429K 0.02% 542
2023
Q4 		$2M Buy
22,170
+402
+2% +$34.9K 0.02% 484
2023
Q3 		$1.78M Buy
21,768
+300
+1% +$24.7K 0.02% 484
2023
Q2 		$1.74M Sell
21,468
-1,858
-8% -$143K 0.03% 408
2023
Q1 		$1.67M Buy
23,326
+1,326
+6% +$96.2K 0.03% 433
2022
Q4 		$1.44M Buy
22,000
+6,259
+40% +$402K 0.03% 431
2022
Q3 		$1.01M Sell
15,741
-3,594
-19% -$281K 0.02% 461
2022
Q2 		$1.59M Sell
19,335
-921
-5% -$82K 0.03% 367
2022
Q1 		$1.95M Buy
20,256
+7,353
+57% +$639K 0.03% 456
2021
Q4 		$1.11M Buy
12,903
+897
+7% +$74.8K 0.03% 366
2021
Q3 		$989K Buy
12,006
+8,950
+293% +$769K 0.02% 411
2021
Q2 		$254K Buy
+3,056
New +$234K 0.01% 715

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

Beacon Pointe Advisors's WELL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Welltower (WELL) stake by 24% in Q2 2026, buying an estimated $825K and bringing the position to 20,305 shares worth $4.61M. The position accounts for 0.02% of the portfolio, ranked #531.

Beacon Pointe Advisors first reported a position in WELL in Q2 2021 and has held it in 21 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beacon Pointe Advisors held 20,305 shares of Welltower worth $4.61M as of Q2 2026.
  • Beacon Pointe Advisors bought 3,900 Welltower shares in Q2 2026, an estimated $825K.
  • Welltower made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #531 holding.
  • Beacon Pointe Advisors first reported a position in Welltower in Q2 2021 and has held it in 21 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.