Clear Trail Advisors’s Welltower WELL Stock Holding History

Clear Trail 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	$1.92M	Buy	8,438 +3,907	+86%	+$826K	0.29%	72
2026 Q1	$896K	Buy	4,531 +2,892	+176%	+$572K	0.15%	85
2025 Q4	$304K	Buy	+1,639	New	+$306K	0.07%	108

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

Clear Trail Advisors's WELL Position: Q2 2026 in Review

Clear Trail Advisors increased its Welltower (WELL) stake by 86% in Q2 2026, buying an estimated $826K and bringing the position to 8,438 shares worth $1.92M. The position accounts for 0.29% of the portfolio, ranked #72.

Clear Trail Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,586 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Clear Trail Advisors held 8,438 shares of Welltower worth $1.92M as of Q2 2026.
Clear Trail Advisors bought 3,907 Welltower shares in Q2 2026, an estimated $826K.
Welltower made up 0.29% of Clear Trail Advisors's portfolio in Q2 2026, its #72 holding.
Clear Trail Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,586 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.