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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Foundations Investment Advisors's WELL Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Welltower (WELL) stake by 12% in Q1 2026, selling an estimated $44.1K and leaving 1,628 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Foundations Investment Advisors first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. The position peaked at $849K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Foundations Investment Advisors held 1,628 shares of Welltower worth $322K as of Q1 2026.
Foundations Investment Advisors sold 223 Welltower shares in Q1 2026, an estimated $44.1K.
Welltower made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #881 holding.
Foundations Investment Advisors first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's Welltower position peaked at $849K in Q2 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.