Glen Eagle Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $138K | Hold |
698
| – | – | 0.02% | 303 |
|
|
2025
Q4 | $130K | Sell |
698
-67
| -9% | -$12.5K | 0.02% | 302 |
|
|
2025
Q3 | $136K | Buy |
765
+140
| +22% | +$23K | 0.02% | 298 |
|
|
2025
Q2 | $96.1K | Hold |
625
| – | – | 0.01% | 317 |
|
|
2025
Q1 | $95.8K | Sell |
625
-1
| -0.2% | -$142 | 0.02% | 315 |
|
|
2024
Q4 | $78.9K | Hold |
626
| – | – | 0.01% | 340 |
|
|
2024
Q3 | $80.2K | Hold |
626
| – | – | 0.01% | 347 |
|
|
2024
Q2 | $65.3K | Sell |
626
-250
| -29% | -$24.5K | 0.01% | 363 |
|
|
2024
Q1 | $81.8K | Buy |
876
+57
| +7% | +$5.16K | 0.02% | 330 |
|
|
2023
Q4 | $73.9K | Hold |
819
| – | – | 0.02% | 342 |
|
|
2023
Q3 | $67.1K | Sell |
819
-50
| -6% | -$4.11K | 0.02% | 340 |
|
|
2023
Q2 | $70.3K | Buy |
869
+190
| +28% | +$14.6K | 0.02% | 337 |
|
|
2023
Q1 | $48.7K | Sell |
679
-159
| -19% | -$11.5K | 0.01% | 372 |
|
|
2022
Q4 | $54.9K | Buy |
838
+30
| +4% | +$1.93K | 0.02% | 347 |
|
|
2022
Q3 | $51.9K | Sell |
808
-215
| -21% | -$16.8K | 0.02% | 347 |
|
|
2022
Q2 | $84.2K | Buy |
1,023
+220
| +27% | +$19.6K | 0.02% | 298 |
|
|
2022
Q1 | $77.2K | Sell |
803
-250
| -24% | -$21.7K | 0.02% | 317 |
|
|
2021
Q4 | $90.3K | Hold |
1,053
| – | – | 0.02% | 290 |
|
|
2021
Q3 | $86.7K | Buy |
1,053
+1
| +0.1% | +$86 | 0.03% | 292 |
|
|
2021
Q2 | $87.4K | Buy |
1,052
+1
| +0.1% | +$77 | 0.03% | 285 |
|
|
2021
Q1 | $75.3K | Buy |
1,051
+101
| +11% | +$6.78K | 0.03% | 284 |
|
|
2020
Q4 | $61.4K | Sell |
950
-252
| -21% | -$15.3K | 0.02% | 298 |
|
|
2020
Q3 | $66.2K | Buy |
1,202
+96
| +9% | +$5.27K | 0.03% | 269 |
|
|
2020
Q2 | $57.2K | Buy |
1,106
+391
| +55% | +$19.2K | 0.03% | 270 |
|
|
2020
Q1 | $32.7K | Sell |
715
-33
| -4% | -$2.44K | 0.02% | 322 |
|
|
2019
Q4 | $61.2K | Buy |
748
+376
| +101% | +$32.2K | 0.03% | 291 |
|
|
2019
Q3 | $33.7K | Buy |
372
+1
| +0.3% | +$87 | 0.02% | 339 |
|
|
2019
Q2 | $30.2K | Buy |
371
+2
| +0.5% | +$157 | 0.02% | 342 |
|
|
2019
Q1 | $28.7K | Buy |
369
+1
| +0.3% | +$75 | 0.02% | 332 |
|
|
2018
Q4 | $25.5K | Buy |
368
+2
| +0.5% | +$136 | 0.02% | 329 |
|
|
2018
Q3 | $23.6K | Buy |
366
+1
| +0.3% | +$65 | 0.02% | 354 |
|
|
2018
Q2 | $22.9K | Buy |
365
+2
| +0.6% | +$111 | 0.02% | 351 |
|
|
2018
Q1 | $19.8K | Sell |
363
-3,924
| -92% | -$222K | 0.02% | 343 |
|
|
2017
Q4 | $273K | Buy |
4,287
+3
| +0.1% | +$201 | 0.24% | 99 |
|
|
2017
Q3 | $301K | Sell |
4,284
-872
| -17% | -$63.4K | 0.28% | 85 |
|
|
2017
Q2 | $386K | Buy |
5,156
+3
| +0.1% | +$219 | 0.31% | 83 |
|
|
2017
Q1 | $365K | Sell |
5,153
-97
| -2% | -$6.54K | 0.31% | 84 |
|
|
2016
Q4 | $351K | Buy |
+5,250
| New | +$348K | 0.32% | 85 |
|
Other funds holding WELL
VCM
VPM
Glen Eagle Advisors's WELL Position: Q1 2026 in Review
Glen Eagle Advisors held its Welltower (WELL) position steady in Q1 2026 at 698 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #303.
Glen Eagle Advisors first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. The position peaked at $386K in Q2 2017. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Glen Eagle Advisors held 698 shares of Welltower worth $138K as of Q1 2026.
- Glen Eagle Advisors left its Welltower share count unchanged in Q1 2026.
- Welltower made up 0.02% of Glen Eagle Advisors's portfolio in Q1 2026, its #303 holding.
- Glen Eagle Advisors first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
- Glen Eagle Advisors's Welltower position peaked at $386K in Q2 2017.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.