Great Valley Advisor Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $865K | Buy |
3,813
+16
| +0.4% | +$3.38K | 0.01% | 582 |
|
|
2026
Q1 | $751K | Sell |
3,797
-10
| -0.3% | -$1.98K | 0.01% | 567 |
|
|
2025
Q4 | $706K | Buy |
3,807
+4
| +0.1% | +$747 | 0.01% | 550 |
|
|
2025
Q3 | $677K | Buy |
3,803
+15
| +0.4% | +$2.47K | 0.01% | 565 |
|
|
2025
Q2 | $582K | Sell |
3,788
-151
| -4% | -$22.6K | 0.01% | 574 |
|
|
2025
Q1 | $603K | Sell |
3,939
-27
| -0.7% | -$3.85K | 0.01% | 549 |
|
|
2024
Q4 | $500K | Sell |
3,966
-420
| -10% | -$55.1K | 0.01% | 579 |
|
|
2024
Q3 | $562K | Buy |
4,386
+800
| +22% | +$93.3K | 0.01% | 536 |
|
|
2024
Q2 | $374K | Buy |
3,586
+14
| +0.4% | +$1.37K | 0.01% | 600 |
|
|
2024
Q1 | $333K | Sell |
3,572
-15
| -0.4% | -$1.36K | 0.01% | 578 |
|
|
2023
Q4 | $323K | Buy |
3,587
+488
| +16% | +$42.3K | 0.01% | 559 |
|
|
2023
Q3 | $254K | Buy |
3,099
+3
| +0.1% | +$247 | 0.01% | 577 |
|
|
2023
Q2 | $250K | Buy |
3,096
+49
| +2% | +$3.77K | 0.01% | 610 |
|
|
2023
Q1 | $219K | Buy |
+3,047
| New | +$221K | 0.01% | 632 |
|
|
2022
Q4 | – | Sell |
-3,238
| Closed | -$209K | – | 741 |
|
|
2022
Q3 | $209K | Buy |
3,238
+80
| +3% | +$6.25K | 0.01% | 622 |
|
|
2022
Q2 | $260K | Buy |
3,158
+336
| +12% | +$29.9K | 0.01% | 577 |
|
|
2022
Q1 | $268K | Buy |
2,822
+1
| +0% | +$87 | 0.02% | 509 |
|
|
2021
Q4 | $240K | Sell |
2,821
-2
| -0.1% | -$167 | 0.01% | 538 |
|
|
2021
Q3 | $232K | Sell |
2,823
-257
| -8% | -$22.1K | 0.02% | 522 |
|
|
2021
Q2 | $249K | Hold |
3,080
| – | – | 0.02% | 489 |
|
|
2021
Q1 | $220K | Sell |
3,080
-224
| -7% | -$15K | 0.02% | 463 |
|
|
2020
Q4 | $213K | Sell |
3,304
-472
| -13% | -$28.6K | 0.02% | 442 |
|
|
2020
Q3 | $208K | Sell |
3,776
-1,709
| -31% | -$93.8K | 0.03% | 403 |
|
|
2020
Q2 | $285K | Sell |
5,485
-37
| -0.7% | -$1.82K | 0.05% | 321 |
|
|
2020
Q1 | $253K | Sell |
5,522
-76
| -1% | -$5.61K | 0.07% | 260 |
|
|
2019
Q4 | $458K | Buy |
5,598
+27
| +0.5% | +$2.31K | 0.1% | 216 |
|
|
2019
Q3 | $506K | Buy |
5,571
+1,471
| +36% | +$128K | 0.12% | 191 |
|
|
2019
Q2 | $334K | Buy |
4,100
+934
| +30% | +$73.4K | 0.08% | 233 |
|
|
2019
Q1 | $246K | Hold |
3,166
| – | – | 0.08% | 259 |
|
|
2018
Q4 | $220K | Buy |
+3,166
| New | +$215K | 0.08% | 212 |
|
Other funds holding WELL
Great Valley Advisor Group's WELL Position: Q2 2026 in Review
Great Valley Advisor Group increased its Welltower (WELL) stake by 0.42% in Q2 2026, buying an estimated $3.38K and bringing the position to 3,813 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #582.
Great Valley Advisor Group first reported a position in WELL in Q4 2018 and has held it in 30 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Great Valley Advisor Group held 3,813 shares of Welltower worth $865K as of Q2 2026.
- Great Valley Advisor Group bought 16 Welltower shares in Q2 2026, an estimated $3.38K.
- Welltower made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #582 holding.
- Great Valley Advisor Group first reported a position in Welltower in Q4 2018 and has held it in 30 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.