CIA
WELL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caerus Investment Advisors's WELL Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Welltower (WELL) stake by 39% in Q1 2026, selling an estimated $319K and leaving 2,495 shares worth $493K. The position accounts for 0.21% of the portfolio, ranked #95.

Caerus Investment Advisors first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. The position peaked at $821K in Q3 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Caerus Investment Advisors held 2,495 shares of Welltower worth $493K as of Q1 2026.
  • Caerus Investment Advisors sold 1,613 Welltower shares in Q1 2026, an estimated $319K.
  • Welltower made up 0.21% of Caerus Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • Caerus Investment Advisors first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Welltower position peaked at $821K in Q3 2025.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.