First Command Advisory Services’s Welltower WELL Stock Holding History

First Command Advisory Services's WELL Position: Q2 2026 in Review

First Command Advisory Services reduced its Welltower (WELL) stake by 41% in Q2 2026, selling an estimated $32.3K and leaving 218 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

First Command Advisory Services first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.3K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

• First Command Advisory Services held 218 shares of Welltower worth $49.5K as of Q2 2026.
• First Command Advisory Services sold 153 Welltower shares in Q2 2026, an estimated $32.3K.
• Welltower made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #442 holding.
• First Command Advisory Services first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
• First Command Advisory Services's Welltower position peaked at $73.3K in Q1 2026.
• 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.