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Foundations Investment Advisors’s Welltower WELL Stock Holding History

Foundations Investment 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 		$490K Buy
2,159
+531
+33% +$112K 0.01% 789
2026
Q1 		$322K Sell
1,628
-223
-12% -$44.1K ﹤0.01% 881
2025
Q4 		$344K Sell
1,851
-515
-22% -$96.2K ﹤0.01% 849
2025
Q3 		$422K Sell
2,366
-3,157
-57% -$519K 0.01% 718
2025
Q2 		$849K Buy
5,523
+77
+1% +$11.5K 0.01% 468
2025
Q1 		$834K Buy
5,446
+381
+8% +$54.3K 0.02% 445
2024
Q4 		$638K Sell
5,065
-9
-0.2% -$1.18K 0.01% 490
2024
Q3 		$650K Buy
5,074
+62
+1% +$7.23K 0.01% 453
2024
Q2 		$523K Buy
+5,012
New +$491K 0.01% 483

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's WELL Position: Q2 2026 in Review

Foundations Investment Advisors increased its Welltower (WELL) stake by 33% in Q2 2026, buying an estimated $112K and bringing the position to 2,159 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #789.

Foundations Investment Advisors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. The position peaked at $849K in Q2 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Foundations Investment Advisors held 2,159 shares of Welltower worth $490K as of Q2 2026.
  • Foundations Investment Advisors bought 531 Welltower shares in Q2 2026, an estimated $112K.
  • Welltower made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #789 holding.
  • Foundations Investment Advisors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • Foundations Investment Advisors's Welltower position peaked at $849K in Q2 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.