PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Welltower WELL Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$818K	Buy	3,605 +12	+0.3%	+$2.54K	0.22%	71
2026 Q1	$711K	Sell	3,593 -4,682	-57%	-$925K	0.21%	77
2025 Q4	$1.54M	Buy	8,275 +31	+0.4%	+$5.79K	0.46%	35
2025 Q3	$1.47M	Buy	8,244 +37	+0.5%	+$6.08K	0.46%	39
2025 Q2	$1.26M	Buy	8,207 +36	+0.4%	+$5.38K	0.42%	39
2025 Q1	$1.25M	Buy	8,171 +35	+0.4%	+$4.99K	0.47%	38
2024 Q4	$1.03M	Buy	+8,136	New	+$1.07M	0.41%	39

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WELL Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Welltower (WELL) stake by 0.33% in Q2 2026, buying an estimated $2.54K and bringing the position to 3,605 shares worth $818K. The position accounts for 0.22% of the portfolio, ranked #71.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q4 2025. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,605 shares of Welltower worth $818K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 12 Welltower shares in Q2 2026, an estimated $2.54K.
Welltower made up 0.22% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #71 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Welltower position peaked at $1.54M in Q4 2025.
918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.