Heritage Wealth Advisors’s Welltower WELL Stock Holding History

Heritage Wealth 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 Q1	$15.2K	Buy	77 +25	+48%	+$4.94K	﹤0.01%	478
2025 Q4	$9.65K	Hold	52	–	–	﹤0.01%	456
2025 Q3	$9.26K	Hold	52	–	–	﹤0.01%	433
2025 Q2	$7.99K	Buy	+52	New	+$7.77K	﹤0.01%	436
2023 Q4	–	Sell	-4	Closed	-$328	–	594
2023 Q3	$328	Buy	+4	New	+$329	﹤0.01%	493
2023 Q1	–	Sell	-330	Closed	-$21.6K	–	599
2022 Q4	$21.6K	Hold	330	–	–	﹤0.01%	403
2022 Q3	$21.2K	Hold	330	–	–	﹤0.01%	377
2022 Q2	$27K	Hold	330	–	–	﹤0.01%	392
2022 Q1	$32K	Hold	330	–	–	﹤0.01%	358
2021 Q4	$28K	Hold	330	–	–	﹤0.01%	379
2021 Q3	$27.2K	Hold	330	–	–	﹤0.01%	378
2021 Q2	$27.4K	Hold	330	–	–	﹤0.01%	388
2021 Q1	$23.6K	Hold	330	–	–	﹤0.01%	409
2020 Q4	$21K	Hold	330	–	–	﹤0.01%	406
2020 Q3	$18.2K	Hold	330	–	–	﹤0.01%	361
2020 Q2	$17.1K	Hold	330	–	–	﹤0.01%	347
2020 Q1	$15.1K	Sell	330 -665	-67%	-$49.1K	﹤0.01%	345
2019 Q4	$81.4K	Buy	995 +13	+1%	+$1.11K	0.01%	254
2019 Q3	$89K	Buy	982 +615	+168%	+$53.5K	0.01%	223
2019 Q2	$29.9K	Sell	367 -79	-18%	-$6.21K	﹤0.01%	302
2019 Q1	$34.6K	Buy	446 +367	+465%	+$27.5K	0.01%	256
2018 Q4	$5K	Hold	79	–	–	﹤0.01%	341
2018 Q3	$5K	Buy	+79	New	+$5.1K	﹤0.01%	330

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's WELL Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Welltower (WELL) stake by 48% in Q1 2026, buying an estimated $4.94K and bringing the position to 77 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Heritage Wealth Advisors first reported a position in WELL in Q3 2018 and has held it in 23 quarters since. The position peaked at $89K in Q3 2019. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Heritage Wealth Advisors held 77 shares of Welltower worth $15.2K as of Q1 2026.
Heritage Wealth Advisors bought 25 Welltower shares in Q1 2026, an estimated $4.94K.
Welltower made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #478 holding.
Heritage Wealth Advisors first reported a position in Welltower in Q3 2018 and has held it in 23 quarters since.
Heritage Wealth Advisors's Welltower position peaked at $89K in Q3 2019.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.