Continuum Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
Continuum Advisory's WELL Position: Q2 2026 in Review
Continuum Advisory reduced its Welltower (WELL) stake by 45% in Q2 2026, selling an estimated $535K and leaving 3,117 shares worth $707K. The position accounts for 0.06% of the portfolio, ranked #254.
Continuum Advisory first reported a position in WELL in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.13M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Continuum Advisory held 3,117 shares of Welltower worth $707K as of Q2 2026.
- Continuum Advisory sold 2,529 Welltower shares in Q2 2026, an estimated $535K.
- Welltower made up 0.06% of Continuum Advisory's portfolio in Q2 2026, its #254 holding.
- Continuum Advisory first reported a position in Welltower in Q1 2017 and has held it in 14 quarters since.
- Continuum Advisory's Welltower position peaked at $1.13M in Q4 2025.
- 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.