Capital Advisors Wealth Management’s Welltower WELL Stock Holding History

Capital Advisors Wealth Management’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	$487K	Buy	2,144 +6	+0.3%	+$1.27K	0.06%	145
2026 Q1	$423K	Buy	2,138 +7	+0.3%	+$1.38K	0.06%	146
2025 Q4	$396K	Buy	2,131 +239	+13%	+$44.6K	0.05%	145
2025 Q3	$337K	Buy	1,892 +57	+3%	+$9.37K	0.05%	155
2025 Q2	$282K	Sell	1,835 -92	-5%	-$13.7K	0.04%	157
2025 Q1	$295K	Buy	1,927 +9	+0.5%	+$1.28K	0.05%	142
2024 Q4	$242K	Buy	1,918 +9	+0.5%	+$1.18K	0.04%	154
2024 Q3	$244K	Buy	+1,909	New	+$223K	0.05%	148

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

Capital Advisors Wealth Management's WELL Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Welltower (WELL) stake by 0.28% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,144 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #145.

Capital Advisors Wealth Management first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Capital Advisors Wealth Management held 2,144 shares of Welltower worth $487K as of Q2 2026.
Capital Advisors Wealth Management bought 6 Welltower shares in Q2 2026, an estimated $1.27K.
Welltower made up 0.06% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #145 holding.
Capital Advisors Wealth Management first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.