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Bell Investment Advisors’s Welltower WELL Stock Holding History

Bell Investment 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 		$83.5K Sell
368
-15
-4% -$3.17K 0.01% 203
2026
Q1 		$75.7K Sell
383
-3
-0.8% -$593 0.01% 200
2025
Q4 		$71.6K Buy
386
+93
+32% +$17.4K 0.01% 199
2025
Q3 		$52.2K Sell
293
-22
-7% -$3.62K 0.01% 236
2025
Q2 		$48.4K Buy
315
+26
+9% +$3.88K 0.01% 254
2025
Q1 		$44.3K Sell
289
-3
-1% -$427 0.01% 238
2024
Q4 		$36.8K Buy
292
+9
+3% +$1.18K 0.01% 260
2024
Q3 		$36.2K Sell
283
-7
-2% -$817 0.01% 275
2024
Q2 		$30.2K Buy
290
+6
+2% +$588 0.01% 293
2024
Q1 		$26.5K Sell
284
-6
-2% -$543 0.01% 322
2023
Q4 		$26.1K Sell
290
-16
-5% -$1.39K 0.01% 292
2023
Q3 		$25.1K Sell
306
-20
-6% -$1.65K 0.01% 267
2023
Q2 		$26.4K Buy
326
+35
+12% +$2.7K 0.01% 258
2023
Q1 		$20.9K Sell
291
-39
-12% -$2.83K ﹤0.01% 293
2022
Q4 		$21.6K Buy
330
+80
+32% +$5.14K 0.01% 288
2022
Q3 		$16K Sell
250
-69
-22% -$5.39K 0.01% 303
2022
Q2 		$26K Buy
+319
New +$28.4K 0.01% 227
2021
Q4 		$26K Buy
308
+53
+21% +$4.42K 0.01% 261
2021
Q3 		$21K Buy
+255
New +$21.9K 0.01% 282

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

Bell Investment Advisors's WELL Position: Q2 2026 in Review

Bell Investment Advisors reduced its Welltower (WELL) stake by 3.9% in Q2 2026, selling an estimated $3.17K and leaving 368 shares worth $83.5K. The position accounts for 0.01% of the portfolio, ranked #203.

Bell Investment Advisors first reported a position in WELL in Q3 2021 and has held it in 19 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bell Investment Advisors held 368 shares of Welltower worth $83.5K as of Q2 2026.
  • Bell Investment Advisors sold 15 Welltower shares in Q2 2026, an estimated $3.17K.
  • Welltower made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #203 holding.
  • Bell Investment Advisors first reported a position in Welltower in Q3 2021 and has held it in 19 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.