Continuum Advisory’s Welltower WELL Stock Holding History

Continuum Advisory’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	$1.12M	Sell	5,646 -438	-7%	-$86.6K	0.11%	182
2025 Q4	$1.13M	Buy	6,084 +152	+3%	+$28.4K	0.11%	170
2025 Q3	$1.06M	Buy	5,932 +644	+12%	+$106K	0.11%	170
2025 Q2	$813K	Buy	5,288 +3,096	+141%	+$463K	0.1%	194
2025 Q1	$336K	Buy	2,192 +435	+25%	+$62K	0.04%	298
2024 Q4	$221K	Hold	1,757	–	–	0.03%	374
2024 Q3	$236K	Buy	1,757 +285	+19%	+$33.3K	0.03%	370
2024 Q2	$153K	Buy	1,472 +1	+0.1%	+$98	0.02%	412
2024 Q1	$146K	Buy	+1,471	New	+$133K	0.02%	420
2018 Q1	–	Sell	-7,750	Closed	-$494K	–	185
2017 Q4	$494K	Buy	7,750 +697	+10%	+$46.8K	0.38%	66
2017 Q3	$496K	Buy	7,053 +110	+2%	+$8K	0.43%	57
2017 Q2	$520K	Buy	6,943 +185	+3%	+$13.5K	0.52%	48
2017 Q1	$479K	Buy	+6,758	New	+$456K	0.58%	47

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Continuum Advisory's WELL Position: Q1 2026 in Review

Continuum Advisory reduced its Welltower (WELL) stake by 7.2% in Q1 2026, selling an estimated $86.6K and leaving 5,646 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #182.

Continuum Advisory first reported a position in WELL in Q1 2017 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Continuum Advisory held 5,646 shares of Welltower worth $1.12M as of Q1 2026.
Continuum Advisory sold 438 Welltower shares in Q1 2026, an estimated $86.6K.
Welltower made up 0.11% of Continuum Advisory's portfolio in Q1 2026, its #182 holding.
Continuum Advisory first reported a position in Welltower in Q1 2017 and has held it in 13 quarters since.
Continuum Advisory's Welltower position peaked at $1.13M in Q4 2025.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.