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Clearstead Advisors’s Welltower WELL Stock Holding History

Clearstead 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 		$2.22M Buy
9,777
+3,983
+69% +$842K 0.02% 366
2026
Q1 		$1.15M Sell
5,794
-1,577
-21% -$312K 0.01% 477
2025
Q4 		$1.37M Buy
7,371
+1,304
+21% +$244K 0.02% 400
2025
Q3 		$1.08M Buy
6,067
+1,754
+41% +$288K 0.01% 444
2025
Q2 		$663K Sell
4,313
-181
-4% -$27K 0.01% 534
2025
Q1 		$689K Sell
4,494
-1
-0% -$142 0.01% 494
2024
Q4 		$566K Sell
4,495
-88
-2% -$11.6K 0.01% 543
2024
Q3 		$587K Buy
4,583
+76
+2% +$8.87K 0.01% 534
2024
Q2 		$470K Buy
4,507
+1,208
+37% +$118K 0.01% 548
2024
Q1 		$328K Sell
3,299
-35
-1% -$3.17K 0.02% 387
2023
Q4 		$301K Buy
3,334
+2,105
+171% +$183K 0.02% 398
2023
Q3 		$101K Hold
1,229
– – 0.01% 555
2023
Q2 		$99.4K Buy
1,229
+21
+2% +$1.62K 0.01% 577
2023
Q1 		$86.6K Buy
1,208
+30
+3% +$2.18K 0.01% 535
2022
Q4 		$77.2K Sell
1,178
-347
-23% -$22.3K 0.01% 552
2022
Q3 		$98K Sell
1,525
-40
-3% -$3.13K 0.01% 481
2022
Q2 		$129K Buy
1,565
+41
+3% +$3.65K 0.01% 452
2022
Q1 		$147K Buy
1,524
+1
+0.1% +$87 0.01% 467
2021
Q4 		$131K Buy
1,523
+250
+20% +$20.8K 0.01% 469
2021
Q3 		$105K Sell
1,273
-51
-4% -$4.38K 0.01% 474
2021
Q2 		$110K Buy
1,324
+53
+4% +$4.06K 0.01% 437
2021
Q1 		$91K Hold
1,271
– – 0.01% 454
2020
Q4 		$82K Buy
1,271
+401
+46% +$24.3K 0.01% 447
2020
Q3 		$48K Sell
870
-224
-20% -$12.3K 0.01% 475
2020
Q2 		$57K Buy
1,094
+226
+26% +$11.1K 0.01% 416
2020
Q1 		$40K Buy
+868
New +$64K 0.01% 435

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

Clearstead Advisors's WELL Position: Q2 2026 in Review

Clearstead Advisors increased its Welltower (WELL) stake by 69% in Q2 2026, buying an estimated $842K and bringing the position to 9,777 shares worth $2.22M. The position accounts for 0.02% of the portfolio, ranked #366.

Clearstead Advisors first reported a position in WELL in Q1 2020 and has held it in 26 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Clearstead Advisors held 9,777 shares of Welltower worth $2.22M as of Q2 2026.
  • Clearstead Advisors bought 3,983 Welltower shares in Q2 2026, an estimated $842K.
  • Welltower made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #366 holding.
  • Clearstead Advisors first reported a position in Welltower in Q1 2020 and has held it in 26 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.