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FSM Wealth Advisors’s Welltower WELL Stock Holding History

FSM 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 		$792K Buy
3,489
+89
+3% +$18.8K 0.08% 129
2026
Q1 		$672K Buy
3,400
+1,634
+93% +$323K 0.09% 128
2025
Q4 		$328K Buy
1,766
+104
+6% +$19.4K 0.04% 225
2025
Q3 		$296K Buy
1,662
+203
+14% +$33.4K 0.04% 244
2025
Q2 		$225K Buy
+1,459
New +$218K 0.04% 255

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 $3.37T AUM 44.26% 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

FSM Wealth Advisors's WELL Position: Q2 2026 in Review

FSM Wealth Advisors increased its Welltower (WELL) stake by 2.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 3,489 shares worth $792K. The position accounts for 0.08% of the portfolio, ranked #129.

FSM Wealth Advisors first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • FSM Wealth Advisors held 3,489 shares of Welltower worth $792K as of Q2 2026.
  • FSM Wealth Advisors bought 89 Welltower shares in Q2 2026, an estimated $18.8K.
  • Welltower made up 0.08% of FSM Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • FSM Wealth Advisors first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.