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Fortitude Advisory Group’s Welltower WELL Stock Holding History

Fortitude Advisory Group’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 		$348K Hold
1,534
– – 0.13% 144
2026
Q1 		$303K Sell
1,534
-10
-0.6% -$1.98K 0.14% 149
2025
Q4 		$287K Sell
1,544
-50
-3% -$9.34K 0.12% 144
2025
Q3 		$284K Sell
1,594
-175
-10% -$28.8K 0.15% 147
2025
Q2 		$272K Sell
1,769
-25
-1% -$3.74K 0.16% 151
2025
Q1 		$261K Sell
1,794
-20
-1% -$2.85K 0.19% 133
2024
Q4 		$229K Sell
1,814
-818
-31% -$107K 0.14% 159
2024
Q3 		$337K Sell
2,632
-110
-4% -$12.8K 0.21% 114
2024
Q2 		$286K Sell
2,742
-15
-0.5% -$1.47K 0.17% 125
2024
Q1 		$258K Sell
2,757
-456
-14% -$41.3K 0.15% 151
2023
Q4 		$290K Buy
3,213
+98
+3% +$8.5K 0.18% 140
2023
Q3 		$255K Sell
3,115
-1
-0% -$82 0.17% 137
2023
Q2 		$252K Sell
3,116
-1,610
-34% -$124K 0.19% 142
2023
Q1 		$339K Sell
4,726
-328
-6% -$23.8K 0.26% 102
2022
Q4 		$331K Buy
5,054
+1,326
+36% +$85.2K 0.28% 103
2022
Q3 		$240K Buy
+3,728
New +$291K 0.23% 130
2022
Q2 		– Sell
-1,276
Closed -$122K – 1294
2022
Q1 		$122K Sell
1,276
-1,694
-57% -$147K 0.06% 307
2021
Q4 		$254K Buy
+2,970
New +$248K 0.13% 158

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fortitude Advisory Group's WELL Position: Q2 2026 in Review

Fortitude Advisory Group held its Welltower (WELL) position steady in Q2 2026 at 1,534 shares worth $348K. The position accounts for 0.13% of the portfolio, ranked #144.

Fortitude Advisory Group first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 551 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fortitude Advisory Group held 1,534 shares of Welltower worth $348K as of Q2 2026.
  • Fortitude Advisory Group left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.13% of Fortitude Advisory Group's portfolio in Q2 2026, its #144 holding.
  • Fortitude Advisory Group first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 551 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.