FAG
WELL icon

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
Q3 		$350K Sell
1,519
-15
-1% -$3.55K 0.13% 149
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fortitude Advisory Group's WELL Position: Q3 2026 in Review

Fortitude Advisory Group reduced its Welltower (WELL) stake by 0.98% in Q3 2026, selling an estimated $3.55K and leaving 1,519 shares worth $350K. The position accounts for 0.13% of the portfolio, ranked #149.

Fortitude Advisory Group first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Fortitude Advisory Group held 1,519 shares of Welltower worth $350K as of Q3 2026.
  • Fortitude Advisory Group sold 15 Welltower shares in Q3 2026, an estimated $3.55K.
  • Welltower made up 0.13% of Fortitude Advisory Group's portfolio in Q3 2026, its #149 holding.
  • Fortitude Advisory Group first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.