Benchmark Investment Advisors’s Welltower WELL Stock Holding History

Benchmark 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	$1.15M	Hold	5,060	–	–	0.5%	40
2026 Q1	$1M	Buy	+5,060	New	+$1,000K	0.58%	40
2025 Q3	$901K	Buy	+5,060	New	+$832K	0.52%	42
2025 Q1	$775K	Hold	5,060	–	–	0.5%	50
2024 Q4	$638K	Hold	5,060	–	–	0.42%	52
2024 Q3	$648K	Hold	5,060	–	–	0.46%	53
2024 Q2	$528K	Hold	5,060	–	–	0.38%	57
2024 Q1	$473K	Hold	5,060	–	–	0.37%	61
2023 Q4	$456K	Hold	5,060	–	–	0.42%	57
2023 Q3	$415K	Hold	5,060	–	–	0.42%	60
2023 Q2	$409K	Hold	5,060	–	–	0.38%	64
2023 Q1	$363K	Hold	5,060	–	–	0.37%	65
2022 Q4	$332K	Hold	5,060	–	–	0.35%	72
2022 Q3	$325K	Hold	5,060	–	–	0.35%	72
2022 Q2	$417K	Hold	5,060	–	–	0.43%	68
2022 Q1	$486K	Hold	5,060	–	–	0.37%	70
2021 Q4	$434K	Buy	+5,060	New	+$422K	0.36%	72

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Benchmark Investment Advisors held its Welltower (WELL) position steady in Q2 2026 at 5,060 shares worth $1.15M. The position accounts for 0.5% of the portfolio, ranked #40.

Benchmark Investment Advisors first reported a position in WELL in Q4 2021 and has held it in 17 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Benchmark Investment Advisors held 5,060 shares of Welltower worth $1.15M as of Q2 2026.
Benchmark Investment Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.5% of Benchmark Investment Advisors's portfolio in Q2 2026, its #40 holding.
Benchmark Investment Advisors first reported a position in Welltower in Q4 2021 and has held it in 17 quarters since.
1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.