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Emergent Wealth Advisors’s Welltower WELL Stock Holding History

Emergent 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 		$1.82M Buy
8,069
+122
+2% +$25.8K 0.95% 25
2026
Q1 		$1.57M Sell
7,947
-154
-2% -$30.4K 0.93% 23
2025
Q4 		$1.5M Sell
8,101
-84
-1% -$15.7K 0.85% 28
2025
Q3 		$1.46M Buy
8,185
+759
+10% +$125K 0.85% 28
2025
Q2 		$1.16M Buy
7,426
+746
+11% +$111K 0.74% 31
2025
Q1 		$1.02M Buy
6,680
+3,429
+105% +$489K 0.74% 31
2024
Q4 		$410K Hold
3,251
– – 0.3% 65
2024
Q3 		$416K Hold
3,251
– – 0.31% 66
2024
Q2 		$339K Hold
3,251
– – 0.27% 72
2024
Q1 		$304K Sell
3,251
-1,911
-37% -$173K 0.26% 70
2023
Q4 		$465K Buy
+5,162
New +$448K 0.43% 44

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

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

Emergent Wealth Advisors increased its Welltower (WELL) stake by 1.5% in Q2 2026, buying an estimated $25.8K and bringing the position to 8,069 shares worth $1.82M. The position accounts for 0.95% of the portfolio, ranked #25.

Emergent Wealth Advisors first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,585 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Emergent Wealth Advisors held 8,069 shares of Welltower worth $1.82M as of Q2 2026.
  • Emergent Wealth Advisors bought 122 Welltower shares in Q2 2026, an estimated $25.8K.
  • Welltower made up 0.95% of Emergent Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Emergent Wealth Advisors first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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