EWA
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EverSource Wealth Advisors’s Welltower WELL Stock Holding History

EverSource 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 		$1.4M Sell
6,183
-661
-10% -$140K 0.05% 282
2026
Q1 		$1.35M Buy
6,844
+785
+13% +$155K 0.04% 310
2025
Q4 		$1.12M Buy
6,059
+1,017
+20% +$190K 0.04% 307
2025
Q3 		$898K Buy
5,042
+382
+8% +$62.8K 0.04% 336
2025
Q2 		$716K Buy
4,660
+990
+27% +$148K 0.03% 358
2025
Q1 		$562K Sell
3,670
-83
-2% -$11.8K 0.03% 355
2024
Q4 		$473K Buy
3,753
+1,583
+73% +$208K 0.03% 384
2024
Q3 		$278K Buy
2,170
+347
+19% +$40.5K 0.02% 468
2024
Q2 		$203K Sell
1,823
-42
-2% -$4.12K 0.01% 551
2024
Q1 		$178K Buy
1,865
+394
+27% +$35.7K 0.01% 530
2023
Q4 		$133K Buy
1,471
+92
+7% +$7.98K 0.01% 547
2023
Q3 		$113K Sell
1,379
-161
-10% -$13.2K 0.01% 532
2023
Q2 		$125K Buy
1,540
+111
+8% +$8.55K 0.01% 506
2023
Q1 		$102K Buy
1,429
+109
+8% +$7.91K 0.01% 540
2022
Q4 		$86.5K Buy
1,320
+1,004
+318% +$64.5K 0.01% 554
2022
Q3 		$20K Buy
316
+130
+70% +$10.2K ﹤0.01% 914
2022
Q2 		$16K Sell
186
-1
-0.5% -$89 ﹤0.01% 901
2022
Q1 		$18K Buy
187
+43
+30% +$3.73K ﹤0.01% 751
2021
Q4 		$12K Buy
+144
New +$12K ﹤0.01% 909

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

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

EverSource Wealth Advisors reduced its Welltower (WELL) stake by 9.7% in Q2 2026, selling an estimated $140K and leaving 6,183 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #282.

EverSource Wealth Advisors first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • EverSource Wealth Advisors held 6,183 shares of Welltower worth $1.4M as of Q2 2026.
  • EverSource Wealth Advisors sold 661 Welltower shares in Q2 2026, an estimated $140K.
  • Welltower made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • EverSource Wealth Advisors first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.