FWA
WELL icon

Flagship Wealth Advisors’s Welltower WELL Stock Holding History

Flagship 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 		$153K Sell
675
-40
-6% -$8.46K 0.03% 171
2026
Q1 		$110K Buy
715
+15
+2% +$2.96K 0.05% 139
2025
Q4 		$130K Sell
700
-15
-2% -$2.8K 0.04% 148
2025
Q3 		$127K Hold
715
– – 0.04% 146
2025
Q2 		$110K Hold
715
– – 0.04% 151
2025
Q1 		$110K Hold
715
– – 0.05% 147
2024
Q4 		$90.1K Buy
+715
New +$93.9K 0.05% 146

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

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

Flagship Wealth Advisors reduced its Welltower (WELL) stake by 5.6% in Q2 2026, selling an estimated $8.46K and leaving 675 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #171.

Flagship Wealth Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Flagship Wealth Advisors held 675 shares of Welltower worth $153K as of Q2 2026.
  • Flagship Wealth Advisors sold 40 Welltower shares in Q2 2026, an estimated $8.46K.
  • Welltower made up 0.03% of Flagship Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Flagship Wealth Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.