IFG Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,491
| Closed | -$462K | – | 873 |
|
|
2025
Q4 | $462K | Buy |
2,491
+2
| +0.1% | +$374 | 0.02% | 524 |
|
|
2025
Q3 | $443K | Buy |
2,489
+7
| +0.3% | +$1.15K | 0.02% | 521 |
|
|
2025
Q2 | $382K | Buy |
2,482
+4
| +0.2% | +$598 | 0.02% | 533 |
|
|
2025
Q1 | $380K | Buy |
2,478
+1
| +0% | +$142 | 0.02% | 501 |
|
|
2024
Q4 | $312K | Buy |
+2,477
| New | +$325K | 0.02% | 533 |
|
|
2024
Q3 | – | Sell |
-2,467
| Closed | -$257K | – | 623 |
|
|
2024
Q2 | $257K | Buy |
+2,467
| New | +$242K | 0.02% | 540 |
|
|
2024
Q1 | – | Sell |
-2,477
| Closed | -$223K | – | 589 |
|
|
2023
Q4 | $223K | Buy |
2,477
+17
| +0.7% | +$1.48K | 0.02% | 534 |
|
|
2023
Q3 | $202K | Buy |
+2,460
| New | +$202K | 0.02% | 521 |
|
|
2022
Q3 | – | Sell |
-3,046
| Closed | -$250K | – | 537 |
|
|
2022
Q2 | $250K | Buy |
3,046
+5
| +0.2% | +$445 | 0.03% | 408 |
|
|
2022
Q1 | $292K | Sell |
3,041
-4,252
| -58% | -$369K | 0.03% | 409 |
|
|
2021
Q4 | $625K | Sell |
7,293
-144
| -2% | -$12K | 0.06% | 262 |
|
|
2021
Q3 | $612K | Sell |
7,437
-148
| -2% | -$12.7K | 0.07% | 254 |
|
|
2021
Q2 | $630K | Buy |
7,585
+432
| +6% | +$33.1K | 0.07% | 253 |
|
|
2021
Q1 | $512K | Buy |
7,153
+78
| +1% | +$5.24K | 0.06% | 295 |
|
|
2020
Q4 | $457K | Buy |
7,075
+1,043
| +17% | +$63.3K | 0.06% | 275 |
|
|
2020
Q3 | $332K | Sell |
6,032
-837
| -12% | -$46K | 0.05% | 302 |
|
|
2020
Q2 | $355K | Buy |
6,869
+365
| +6% | +$17.9K | 0.06% | 273 |
|
|
2020
Q1 | $297K | Buy |
6,504
+1,158
| +22% | +$85.4K | 0.07% | 266 |
|
|
2019
Q4 | $437K | Sell |
5,346
-187
| -3% | -$16K | 0.08% | 254 |
|
|
2019
Q3 | $501K | Sell |
5,533
-433
| -7% | -$37.7K | 0.1% | 232 |
|
|
2019
Q2 | $486K | Sell |
5,966
-152
| -2% | -$11.9K | 0.09% | 210 |
|
|
2019
Q1 | $474K | Buy |
6,118
+567
| +10% | +$42.5K | 0.09% | 204 |
|
|
2018
Q4 | $385K | Buy |
5,551
+500
| +10% | +$34K | 0.09% | 213 |
|
|
2018
Q3 | $324K | Sell |
5,051
-62
| -1% | -$4K | 0.06% | 281 |
|
|
2018
Q2 | $320K | Sell |
5,113
-134
| -3% | -$7.47K | 0.07% | 257 |
|
|
2018
Q1 | $285K | Buy |
5,247
+697
| +15% | +$39.4K | 0.06% | 280 |
|
|
2017
Q4 | $290K | Buy |
+4,550
| New | +$305K | 0.07% | 267 |
|
Other funds holding WELL
VCM
VPM
IFG Advisory's WELL Position: Q1 2026 in Review
IFG Advisory sold out of Welltower (WELL) in Q1 2026, closing a stake of 2,491 shares — an estimated $462K sold.
IFG Advisory first reported a position in WELL in Q4 2017 and held it in 27 quarters. The position peaked at $630K in Q2 2021. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- IFG Advisory reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
- IFG Advisory sold 2,491 Welltower shares in Q1 2026, an estimated $462K.
- IFG Advisory first reported a position in Welltower in Q4 2017 and held it in 27 quarters.
- IFG Advisory's Welltower position peaked at $630K in Q2 2021.
- 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.