CA
WELL icon

Crewe Advisors’s Welltower WELL Stock Holding History

Crewe 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 		$20.4K Buy
90
+35
+64% +$7.4K ﹤0.01% 615
2026
Q1 		$10.9K Buy
55
+41
+293% +$8.1K ﹤0.01% 626
2025
Q4 		$2.6K Buy
+14
New +$2.62K ﹤0.01% 835
2025
Q3 		– Sell
-3
Closed -$462 – 1066
2025
Q2 		$462 Buy
+3
New +$448 ﹤0.01% 652
2024
Q4 		– Sell
-68
Closed -$8.71K – 809
2024
Q3 		$8.71K Buy
68
+5
+8% +$583 ﹤0.01% 514
2024
Q2 		$6.57K Sell
63
-132
-68% -$12.9K ﹤0.01% 752
2024
Q1 		$18.2K Buy
+195
New +$17.7K ﹤0.01% 508
2023
Q3 		– Sell
-2
Closed -$162 – 925
2023
Q2 		$162 Buy
+2
New +$154 ﹤0.01% 750
2022
Q4 		– Sell
-213
Closed -$14K – 1297
2022
Q3 		$14K Buy
213
+50
+31% +$3.91K ﹤0.01% 576
2022
Q2 		$13K Buy
163
+100
+159% +$8.9K ﹤0.01% 544
2022
Q1 		$6K Hold
63
– – ﹤0.01% 387
2021
Q4 		$5K Hold
63
– – ﹤0.01% 358
2021
Q3 		$5K Hold
63
– – ﹤0.01% 311
2021
Q2 		$5K Sell
63
-93
-60% -$7.12K ﹤0.01% 338
2021
Q1 		$11K Hold
156
– – ﹤0.01% 279
2020
Q4 		$10K Buy
156
+133
+578% +$8.07K ﹤0.01% 270
2020
Q3 		$1K Buy
+23
New +$1.26K ﹤0.01% 615
2018
Q3 		– Sell
-1,012
Closed -$60K – 268
2018
Q2 		$60K Buy
1,012
+506
+100% +$28.2K 0.06% 107
2018
Q1 		$28K Sell
506
-20
-4% -$1.13K 0.03% 161
2017
Q4 		$34K Buy
+526
New +$35.3K 0.03% 153

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

Crewe Advisors's WELL Position: Q2 2026 in Review

Crewe Advisors increased its Welltower (WELL) stake by 64% in Q2 2026, buying an estimated $7.4K and bringing the position to 90 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Crewe Advisors first reported a position in WELL in Q4 2017 and has held it in 20 quarters since. The position peaked at $60K in Q2 2018. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Crewe Advisors held 90 shares of Welltower worth $20.4K as of Q2 2026.
  • Crewe Advisors bought 35 Welltower shares in Q2 2026, an estimated $7.4K.
  • Welltower made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #615 holding.
  • Crewe Advisors first reported a position in Welltower in Q4 2017 and has held it in 20 quarters since.
  • Crewe Advisors's Welltower position peaked at $60K in Q2 2018.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.