Empower Advisory Group
WELL icon

Empower Advisory Group’s Welltower WELL Stock Holding History

Empower Advisory Group’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 		$275K Buy
1,210
+16
+1% +$3.38K ﹤0.01% 451
2026
Q1 		$236K Buy
+1,194
New +$236K ﹤0.01% 460
2025
Q4 		– Sell
-1,179
Closed -$210K – 552
2025
Q3 		$210K Buy
+1,179
New +$194K ﹤0.01% 512
2025
Q1 		– Sell
-1,599
Closed -$202K – 519
2024
Q4 		$202K Buy
+1,599
New +$210K ﹤0.01% 490

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

Empower Advisory Group's WELL Position: Q2 2026 in Review

Empower Advisory Group increased its Welltower (WELL) stake by 1.3% in Q2 2026, buying an estimated $3.38K and bringing the position to 1,210 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Empower Advisory Group first reported a position in WELL in Q4 2024 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Empower Advisory Group held 1,210 shares of Welltower worth $275K as of Q2 2026.
  • Empower Advisory Group bought 16 Welltower shares in Q2 2026, an estimated $3.38K.
  • Welltower made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #451 holding.
  • Empower Advisory Group first reported a position in Welltower in Q4 2024 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.