Edgemoor Investment Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Sell |
14,360
-25
| -0.2% | -$5.29K | 0.22% | 66 |
|
|
2026
Q1 | $2.84M | Sell |
14,385
-15
| -0.1% | -$2.96K | 0.22% | 66 |
|
|
2025
Q4 | $2.67M | Sell |
14,400
-1,485
| -9% | -$277K | 0.21% | 64 |
|
|
2025
Q3 | $2.83M | Sell |
15,885
-185
| -1% | -$30.4K | 0.22% | 63 |
|
|
2025
Q2 | $2.47M | Sell |
16,070
-305
| -2% | -$45.6K | 0.21% | 64 |
|
|
2025
Q1 | $2.51M | Sell |
16,375
-25
| -0.2% | -$3.56K | 0.23% | 63 |
|
|
2024
Q4 | $2.07M | Sell |
16,400
-20
| -0.1% | -$2.63K | 0.18% | 65 |
|
|
2024
Q3 | $2.1M | Sell |
16,420
-80
| -0.5% | -$9.34K | 0.18% | 66 |
|
|
2024
Q2 | $1.72M | Hold |
16,500
| – | – | 0.16% | 72 |
|
|
2024
Q1 | $1.54M | Hold |
16,500
| – | – | 0.15% | 74 |
|
|
2023
Q4 | $1.49M | Hold |
16,500
| – | – | 0.16% | 76 |
|
|
2023
Q3 | $1.35M | Sell |
16,500
-199
| -1% | -$16.4K | 0.16% | 77 |
|
|
2023
Q2 | $1.35M | Sell |
16,699
-2,411
| -13% | -$186K | 0.15% | 79 |
|
|
2023
Q1 | $1.37M | Sell |
19,110
-1,003
| -5% | -$72.8K | 0.17% | 78 |
|
|
2022
Q4 | $1.32M | Sell |
20,113
-368
| -2% | -$23.7K | 0.17% | 82 |
|
|
2022
Q3 | $1.32M | Buy |
20,481
+232
| +1% | +$18.1K | 0.18% | 79 |
|
|
2022
Q2 | $1.67M | Sell |
20,249
-110
| -0.5% | -$9.79K | 0.21% | 74 |
|
|
2022
Q1 | $1.96M | Buy |
20,359
+368
| +2% | +$32K | 0.21% | 71 |
|
|
2021
Q4 | $1.72M | Hold |
19,991
| – | – | 0.18% | 68 |
|
|
2021
Q3 | $1.65M | Sell |
19,991
-1,758
| -8% | -$151K | 0.19% | 66 |
|
|
2021
Q2 | $1.81M | Sell |
21,749
-202
| -0.9% | -$15.5K | 0.17% | 66 |
|
|
2021
Q1 | $1.57M | Sell |
21,951
-403
| -2% | -$27.1K | 0.16% | 67 |
|
|
2020
Q4 | $1.45M | Sell |
22,354
-2
| -0% | -$121 | 0.16% | 67 |
|
|
2020
Q3 | $1.23M | Sell |
22,356
-200
| -0.9% | -$11K | 0.15% | 68 |
|
|
2020
Q2 | $1.17M | Sell |
22,556
-995
| -4% | -$48.9K | 0.16% | 67 |
|
|
2020
Q1 | $1.08M | Sell |
23,551
-1,757
| -7% | -$130K | 0.18% | 67 |
|
|
2019
Q4 | $2.07M | Sell |
25,308
-920
| -4% | -$78.8K | 0.24% | 69 |
|
|
2019
Q3 | $2.38M | Buy |
26,228
+4
| +0% | +$348 | 0.29% | 67 |
|
|
2019
Q2 | $2.14M | Buy |
26,224
+5
| +0% | +$393 | 0.27% | 70 |
|
|
2019
Q1 | $2.04M | Sell |
26,219
-60
| -0.2% | -$4.5K | 0.27% | 70 |
|
|
2018
Q4 | $1.82M | Sell |
26,279
-279
| -1% | -$19K | 0.27% | 71 |
|
|
2018
Q3 | $1.71M | Sell |
26,558
-709
| -3% | -$45.8K | 0.21% | 74 |
|
|
2018
Q2 | $1.71M | Buy |
27,267
+7
| +0% | +$390 | 0.23% | 73 |
|
|
2018
Q1 | $1.48M | Sell |
27,260
-580
| -2% | -$32.7K | 0.2% | 76 |
|
|
2017
Q4 | $1.65M | Sell |
27,840
-695
| -2% | -$46.6K | 0.21% | 71 |
|
|
2017
Q3 | $2M | Sell |
28,535
-249
| -0.9% | -$18.1K | 0.27% | 71 |
|
|
2017
Q2 | $2.15M | Buy |
28,784
+58
| +0.2% | +$4.24K | 0.29% | 69 |
|
|
2017
Q1 | $2.03M | Buy |
28,726
+1,840
| +7% | +$124K | 0.29% | 68 |
|
|
2016
Q4 | $1.8M | Buy |
26,886
+1,480
| +6% | +$98K | 0.27% | 68 |
|
|
2016
Q3 | $1.9M | Buy |
25,406
+1,250
| +5% | +$95.7K | 0.29% | 69 |
|
|
2016
Q2 | $1.84M | Hold |
24,156
| – | – | 0.29% | 72 |
|
|
2016
Q1 | $1.67M | Sell |
24,156
-220
| -0.9% | -$14.2K | 0.26% | 75 |
|
|
2015
Q4 | $1.66M | Sell |
24,376
-700
| -3% | -$45.7K | 0.25% | 79 |
|
|
2015
Q3 | $1.7M | Hold |
25,076
| – | – | 0.26% | 75 |
|
|
2015
Q2 | $1.65M | Sell |
25,076
-759
| -3% | -$54.4K | 0.24% | 76 |
|
|
2015
Q1 | $2M | Sell |
25,835
-225
| -0.9% | -$17.7K | 0.28% | 67 |
|
|
2014
Q4 | $1.97M | Hold |
26,060
| – | – | 0.29% | 67 |
|
|
2014
Q3 | $1.63M | Hold |
26,060
| – | – | 0.24% | 78 |
|
|
2014
Q2 | $1.63M | Buy |
26,060
+1,460
| +6% | +$91.9K | 0.24% | 77 |
|
|
2014
Q1 | $1.47M | Sell |
24,600
-925
| -4% | -$52.9K | 0.23% | 76 |
|
|
2013
Q4 | $1.37M | Buy |
25,525
+375
| +1% | +$22.3K | 0.22% | 77 |
|
|
2013
Q3 | $1.57M | Sell |
25,150
-130
| -0.5% | -$8.27K | 0.27% | 71 |
|
|
2013
Q2 | $1.7M | Buy |
+25,280
| New | +$1.8M | 0.3% | 73 |
|
Other funds holding WELL
Edgemoor Investment Advisors's WELL Position: Q2 2026 in Review
Edgemoor Investment Advisors reduced its Welltower (WELL) stake by 0.17% in Q2 2026, selling an estimated $5.29K and leaving 14,360 shares worth $3.26M. The position accounts for 0.22% of the portfolio, ranked #66.
Edgemoor Investment Advisors first reported a position in WELL in Q2 2013 and has held it in 53 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Edgemoor Investment Advisors held 14,360 shares of Welltower worth $3.26M as of Q2 2026.
- Edgemoor Investment Advisors sold 25 Welltower shares in Q2 2026, an estimated $5.29K.
- Welltower made up 0.22% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #66 holding.
- Edgemoor Investment Advisors first reported a position in Welltower in Q2 2013 and has held it in 53 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.