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Caerus Investment Advisors’s Welltower WELL Stock Holding History

Caerus 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 		$522K Sell
2,302
-193
-8% -$40.8K 0.17% 110
2026
Q1 		$493K Sell
2,495
-1,613
-39% -$319K 0.21% 95
2025
Q4 		$762K Sell
4,108
-503
-11% -$93.9K 0.25% 81
2025
Q3 		$821K Buy
+4,611
New +$758K 0.34% 52

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

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

Caerus Investment Advisors reduced its Welltower (WELL) stake by 7.7% in Q2 2026, selling an estimated $40.8K and leaving 2,302 shares worth $522K. The position accounts for 0.17% of the portfolio, ranked #110.

Caerus Investment Advisors first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $821K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Caerus Investment Advisors held 2,302 shares of Welltower worth $522K as of Q2 2026.
  • Caerus Investment Advisors sold 193 Welltower shares in Q2 2026, an estimated $40.8K.
  • Welltower made up 0.17% of Caerus Investment Advisors's portfolio in Q2 2026, its #110 holding.
  • Caerus Investment Advisors first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Welltower position peaked at $821K in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.