FGA
WELL icon

Fortis Group Advisors’s Welltower WELL Stock Holding History

Fortis Group 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 		$397K Sell
1,749
-75
-4% -$15.9K 0.06% 199
2026
Q1 		$395K Buy
1,824
+82
+5% +$16.2K 0.07% 201
2025
Q4 		$328K Sell
1,742
-131
-7% -$24.5K 0.06% 227
2025
Q3 		$339K Buy
1,873
+241
+15% +$39.6K 0.06% 179
2025
Q2 		$269K Buy
1,632
+61
+4% +$9.12K 0.05% 192
2025
Q1 		$241K Buy
1,571
+1,521
+3,042% +$217K 0.05% 177
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 345
2024
Q3 		$6.4K Hold
50
– – ﹤0.01% 339
2024
Q2 		$5.21K Hold
50
– – ﹤0.01% 349
2024
Q1 		$4.67K Sell
50
-50
-50% -$4.53K ﹤0.01% 377
2023
Q4 		$9.02K Buy
100
+50
+100% +$4.34K ﹤0.01% 307
2023
Q3 		$4.1K Buy
+50
New +$4.11K ﹤0.01% 308
2020
Q3 		$45K Buy
+818
New +$44.9K 0.01% 213

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

Fortis Group Advisors's WELL Position: Q2 2026 in Review

Fortis Group Advisors reduced its Welltower (WELL) stake by 4.1% in Q2 2026, selling an estimated $15.9K and leaving 1,749 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #199.

Fortis Group Advisors first reported a position in WELL in Q3 2020 and has held it in 13 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fortis Group Advisors held 1,749 shares of Welltower worth $397K as of Q2 2026.
  • Fortis Group Advisors sold 75 Welltower shares in Q2 2026, an estimated $15.9K.
  • Welltower made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #199 holding.
  • Fortis Group Advisors first reported a position in Welltower in Q3 2020 and has held it in 13 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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