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Dynamic Advisor Solutions’s Welltower WELL Stock Holding History

Dynamic Advisor Solutions’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 		$350K Buy
1,541
+78
+5% +$16.5K 0.01% 801
2026
Q1 		$289K Buy
1,463
+166
+13% +$32.8K 0.01% 816
2025
Q4 		$241K Sell
1,297
-637
-33% -$119K 0.01% 848
2025
Q3 		$345K Buy
1,934
+68
+4% +$11.2K 0.01% 732
2025
Q2 		$287K Buy
1,866
+107
+6% +$16K 0.01% 760
2025
Q1 		$269K Buy
+1,759
New +$251K 0.01% 744
2024
Q4 		– Sell
-3,138
Closed -$402K – 922
2024
Q3 		$402K Buy
3,138
+56
+2% +$6.53K 0.01% 665
2024
Q2 		$321K Sell
3,082
-636
-17% -$62.3K 0.01% 743
2024
Q1 		$347K Buy
3,718
+106
+3% +$9.6K 0.01% 710
2023
Q4 		$320K Buy
3,612
+363
+11% +$31.5K 0.01% 694
2023
Q3 		$266K Buy
+3,249
New +$267K 0.01% 692
2020
Q3 		– Sell
-12,239
Closed -$633K – 651
2020
Q2 		$633K Buy
+12,239
New +$601K 0.09% 243

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Dynamic Advisor Solutions's WELL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Welltower (WELL) stake by 5.3% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,541 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #801.

Dynamic Advisor Solutions first reported a position in WELL in Q2 2020 and has held it in 12 quarters since. The position peaked at $633K in Q2 2020. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dynamic Advisor Solutions held 1,541 shares of Welltower worth $350K as of Q2 2026.
  • Dynamic Advisor Solutions bought 78 Welltower shares in Q2 2026, an estimated $16.5K.
  • Welltower made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #801 holding.
  • Dynamic Advisor Solutions first reported a position in Welltower in Q2 2020 and has held it in 12 quarters since.
  • Dynamic Advisor Solutions's Welltower position peaked at $633K in Q2 2020.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.