GoalVest Advisory’s Welltower WELL Stock Holding History

GoalVest 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	$1.36K	Buy	+6	New	+$1.27K	﹤0.01%	475
2025 Q2	–	Sell	-10	Closed	-$1.53K	–	528
2025 Q1	$1.53K	Buy	+10	New	+$1.43K	﹤0.01%	315
2022 Q2	–	Sell	-10	Closed	-$1K	–	546
2022 Q1	$1K	Buy	+10	New	+$869	﹤0.01%	371
2021 Q2	$451K	Sell	5,432 -5,090	-48%	-$390K	0.28%	90
2021 Q1	$754K	Buy	10,522 +5,732	+120%	+$385K	0.56%	59
2020 Q4	$310K	Buy	+4,790	New	+$291K	0.26%	85

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GoalVest Advisory's WELL Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Welltower (WELL) in Q2 2026: 6 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in WELL as recently as Q1 2025.

GoalVest Advisory first reported a position in WELL in Q4 2020 and has held it in 6 quarters since. The position peaked at $754K in Q1 2021. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

GoalVest Advisory held 6 shares of Welltower worth $1.36K as of Q2 2026.
Welltower was a new GoalVest Advisory position in Q2 2026.
Welltower made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #475 holding.
GoalVest Advisory first reported a position in Welltower in Q4 2020 and has held it in 6 quarters since.
GoalVest Advisory's Welltower position peaked at $754K in Q1 2021.
223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.