DWA
WELL icon

Delos Wealth Advisors’s Welltower WELL Stock Holding History

Delos Wealth 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 		$12.9K Buy
+57
New +$12.1K 0.01% 193
2024
Q3 		– Sell
-5
Closed -$522 – 360
2024
Q2 		$522 Hold
5
– – ﹤0.01% 297
2024
Q1 		$468 Buy
+5
New +$453 ﹤0.01% 302

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

Delos Wealth Advisors's WELL Position: Q2 2026 in Review

Delos Wealth Advisors opened a new position in Welltower (WELL) in Q2 2026: 57 shares worth $12.9K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Delos Wealth Advisors previously reported a position in WELL as recently as Q2 2024.

Delos Wealth Advisors first reported a position in WELL in Q1 2024 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Delos Wealth Advisors held 57 shares of Welltower worth $12.9K as of Q2 2026.
  • Welltower was a new Delos Wealth Advisors position in Q2 2026.
  • Welltower made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Delos Wealth Advisors first reported a position in Welltower in Q1 2024 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.