Foster Victor Wealth Advisors’s Welltower WELL Stock Holding History

Foster Victor 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	$960K	Sell	4,069 -22	-0.5%	-$4.65K	0.05%	140
2026 Q1	$863K	Hold	4,091	–	–	0.05%	133
2025 Q4	$783K	Buy	+4,091	New	+$764K	0.05%	136
2020 Q2	–	Sell	-82,392	Closed	-$3.6M	–	134
2020 Q1	$3.6M	Buy	82,392 +42,111	+105%	+$3.11M	1.58%	23
2019 Q4	$3.31M	Buy	40,281 +9,282	+30%	+$795K	1.44%	17
2019 Q3	$2.84M	Buy	30,999 +15,728	+103%	+$1.37M	1.58%	10
2019 Q2	$1.3M	Buy	15,271 +3,025	+25%	+$238K	0.96%	14
2019 Q1	$950K	Buy	12,246 +397	+3%	+$29.8K	0.74%	20
2018 Q4	$822K	Buy	+11,849	New	+$806K	0.77%	16

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Foster Victor Wealth Advisors's WELL Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Welltower (WELL) stake by 0.54% in Q2 2026, selling an estimated $4.65K and leaving 4,069 shares worth $960K. The position accounts for 0.05% of the portfolio, ranked #140.

Foster Victor Wealth Advisors first reported a position in WELL in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.6M in Q1 2020. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Foster Victor Wealth Advisors held 4,069 shares of Welltower worth $960K as of Q2 2026.
Foster Victor Wealth Advisors sold 22 Welltower shares in Q2 2026, an estimated $4.65K.
Welltower made up 0.05% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Foster Victor Wealth Advisors first reported a position in Welltower in Q4 2018 and has held it in 9 quarters since.
Foster Victor Wealth Advisors's Welltower position peaked at $3.6M in Q1 2020.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.