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GM Advisory Group’s Welltower WELL Stock Holding History

GM Advisory Group’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 		$432K Sell
2,187
-125
-5% -$24.7K 0.02% 254
2025
Q4 		$429K Buy
2,312
+210
+10% +$39.2K 0.02% 238
2025
Q3 		$374K Buy
2,102
+2
+0.1% +$329 0.02% 220
2025
Q2 		$323K Hold
2,100
– – 0.02% 231
2025
Q1 		$322K Buy
2,100
+100
+5% +$14.2K 0.02% 209
2024
Q4 		$252K Hold
2,000
– – 0.01% 223
2024
Q3 		$256K Hold
2,000
– – 0.02% 217
2024
Q2 		$209K Buy
+2,000
New +$196K 0.01% 225
2022
Q2 		– Sell
-2,175
Closed -$209K – 204
2022
Q1 		$209K Buy
+2,175
New +$189K 0.02% 177

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GM Advisory Group's WELL Position: Q1 2026 in Review

GM Advisory Group reduced its Welltower (WELL) stake by 5.4% in Q1 2026, selling an estimated $24.7K and leaving 2,187 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #254.

GM Advisory Group first reported a position in WELL in Q1 2022 and has held it in 9 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • GM Advisory Group held 2,187 shares of Welltower worth $432K as of Q1 2026.
  • GM Advisory Group sold 125 Welltower shares in Q1 2026, an estimated $24.7K.
  • Welltower made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #254 holding.
  • GM Advisory Group first reported a position in Welltower in Q1 2022 and has held it in 9 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.