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GRS Advisors’s Welltower WELL Stock Holding History

GRS Advisors’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 		$20.6M Sell
90,543
-55,038
-38% -$11.6M 1.74% 23
2026
Q1 		$28.8M Sell
145,581
-222
-0.2% -$43.9K 2.85% 21
2025
Q4 		$27.1M Buy
145,803
+12,187
+9% +$2.28M 2.43% 22
2025
Q3 		$23.8M Sell
133,616
-112,615
-46% -$18.5M 2.23% 19
2025
Q2 		$37.9M Sell
246,231
-342,223
-58% -$51.1M 3.64% 13
2025
Q1 		$90.2M Buy
588,454
+553,980
+1,607% +$78.9M 9.38% 1
2024
Q4 		$4.34M Buy
34,474
+14,947
+77% +$1.96M 0.43% 29
2024
Q3 		$2.5M Sell
19,527
-309,862
-94% -$36.2M 0.24% 27
2024
Q2 		$34.3M Buy
329,389
+38,425
+13% +$3.77M 3.96% 12
2024
Q1 		$27.2M Buy
290,964
+278,650
+2,263% +$25.2M 3.65% 15
2023
Q4 		$1.11M Buy
+12,314
New +$1.07M 0.18% 29
2023
Q3 		– Sell
-16,912
Closed -$1.37M – 36
2023
Q2 		$1.37M Sell
16,912
-294,140
-95% -$22.7M 0.24% 27
2023
Q1 		$22.3M Sell
311,052
-8,783
-3% -$637K 4.27% 14
2022
Q4 		$21M Buy
+319,835
New +$20.6M 5.01% 6
2022
Q3 		– Sell
-175,572
Closed -$14.5M – 35
2022
Q2 		$14.5M Buy
+175,572
New +$15.6M 4.24% 11
2016
Q2 		– Sell
-255,700
Closed -$17.7M – 31
2016
Q1 		$17.7M Buy
+255,700
New +$16.5M 4.34% 12
2015
Q2 		– Sell
-187,800
Closed -$14.5M – 31
2015
Q1 		$14.5M Buy
+187,800
New +$14.8M 1.58% 24

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GRS Advisors's WELL Position: Q2 2026 in Review

GRS Advisors reduced its Welltower (WELL) stake by 38% in Q2 2026, selling an estimated $11.6M and leaving 90,543 shares worth $20.6M. The position accounts for 1.74% of the portfolio, ranked #23.

GRS Advisors first reported a position in WELL in Q1 2015 and has held it in 17 quarters since. The position peaked at $90.2M in Q1 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • GRS Advisors held 90,543 shares of Welltower worth $20.6M as of Q2 2026.
  • GRS Advisors sold 55,038 Welltower shares in Q2 2026, an estimated $11.6M.
  • Welltower made up 1.74% of GRS Advisors's portfolio in Q2 2026, its #23 holding.
  • GRS Advisors first reported a position in Welltower in Q1 2015 and has held it in 17 quarters since.
  • GRS Advisors's Welltower position peaked at $90.2M in Q1 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on GRS Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.