IBEX Wealth Advisors’s Welltower WELL Stock Holding History

IBEX 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 Q2	$1.25M	Sell	5,495 -76	-1%	-$16.1K	0.1%	103
2026 Q1	$1.1M	Buy	+5,571	New	+$1.1M	0.1%	101
2025 Q4	–	Sell	-5,853	Closed	-$1.04M	–	205
2025 Q3	$1.04M	Sell	5,853 -52	-0.9%	-$8.55K	0.1%	110
2025 Q2	$908K	Buy	+5,905	New	+$882K	0.1%	111
2025 Q1	–	Sell	-5,592	Closed	-$705K	–	215
2024 Q4	$705K	Buy	+5,592	New	+$734K	0.08%	135
2024 Q3	–	Sell	-5,348	Closed	-$558K	–	275
2024 Q2	$558K	Buy	+5,348	New	+$524K	0.09%	90
2024 Q1	–	Sell	-5,000	Closed	-$495K	–	149
2023 Q4	$495K	Sell	5,000 -663	-12%	-$57.5K	0.11%	84
2023 Q3	$464K	Buy	+5,663	New	+$466K	0.12%	85
2019 Q3	–	Sell	-1,337	Closed	-$109K	–	397
2019 Q2	$109K	Buy	+1,337	New	+$105K	0.03%	159
2017 Q1	–	Sell	-101	Closed	-$7K	–	398
2016 Q4	$7K	Buy	+101	New	+$6.69K	﹤0.01%	339

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

IBEX Wealth Advisors's WELL Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Welltower (WELL) stake by 1.4% in Q2 2026, selling an estimated $16.1K and leaving 5,495 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #103.

IBEX Wealth Advisors first reported a position in WELL in Q4 2016 and has held it in 10 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

IBEX Wealth Advisors held 5,495 shares of Welltower worth $1.25M as of Q2 2026.
IBEX Wealth Advisors sold 76 Welltower shares in Q2 2026, an estimated $16.1K.
Welltower made up 0.1% of IBEX Wealth Advisors's portfolio in Q2 2026, its #103 holding.
IBEX Wealth Advisors first reported a position in Welltower in Q4 2016 and has held it in 10 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.