Gladstone Institutional Advisory’s Welltower WELL Stock Holding History

Gladstone Institutional Advisory’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	$6.21M	Buy	27,362 +1,541	+6%	+$326K	0.2%	106
2026 Q1	$5.11M	Buy	25,821 +3,636	+16%	+$719K	0.19%	122
2025 Q4	$4.12M	Buy	22,185 +342	+2%	+$63.9K	0.16%	146
2025 Q3	$3.89M	Buy	21,843 +5,946	+37%	+$977K	0.15%	147
2025 Q2	$2.44M	Buy	+15,897	New	+$2.38M	0.1%	210
2019 Q4	–	Sell	-2,782	Closed	-$252K	–	293
2019 Q3	$252K	Sell	2,782 -168	-6%	-$14.6K	0.06%	233
2019 Q2	$240K	Buy	+2,950	New	+$232K	0.07%	229

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

Gladstone Institutional Advisory's WELL Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Welltower (WELL) stake by 6% in Q2 2026, buying an estimated $326K and bringing the position to 27,362 shares worth $6.21M. The position accounts for 0.2% of the portfolio, ranked #106.

Gladstone Institutional Advisory first reported a position in WELL in Q2 2019 and has held it in 7 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Gladstone Institutional Advisory held 27,362 shares of Welltower worth $6.21M as of Q2 2026.
Gladstone Institutional Advisory bought 1,541 Welltower shares in Q2 2026, an estimated $326K.
Welltower made up 0.2% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #106 holding.
Gladstone Institutional Advisory first reported a position in Welltower in Q2 2019 and has held it in 7 quarters since.
1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.