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Everpar Advisors’s Welltower WELL Stock Holding History

Everpar 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 		$547K Buy
2,410
+194
+9% +$41K 0.16% 138
2026
Q1 		$438K Buy
2,216
+497
+29% +$98.2K 0.15% 144
2025
Q4 		$319K Buy
+1,719
New +$321K 0.12% 187

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

Everpar Advisors's WELL Position: Q2 2026 in Review

Everpar Advisors increased its Welltower (WELL) stake by 8.8% in Q2 2026, buying an estimated $41K and bringing the position to 2,410 shares worth $547K. The position accounts for 0.16% of the portfolio, ranked #138.

Everpar Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Everpar Advisors held 2,410 shares of Welltower worth $547K as of Q2 2026.
  • Everpar Advisors bought 194 Welltower shares in Q2 2026, an estimated $41K.
  • Welltower made up 0.16% of Everpar Advisors's portfolio in Q2 2026, its #138 holding.
  • Everpar Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.