IHT Wealth Management’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 | $1.7M | Buy |
7,489
+1,249
| +20% | +$264K | 0.04% | 441 |
|
|
2026
Q1 | $1.23M | Buy |
6,240
+1,816
| +41% | +$359K | 0.03% | 505 |
|
|
2025
Q4 | $821K | Buy |
4,424
+42
| +1% | +$7.84K | 0.02% | 594 |
|
|
2025
Q3 | $781K | Sell |
4,382
-54
| -1% | -$8.88K | 0.02% | 605 |
|
|
2025
Q2 | $682K | Sell |
4,436
-784
| -15% | -$117K | 0.02% | 610 |
|
|
2025
Q1 | $800K | Buy |
5,220
+131
| +3% | +$18.7K | 0.03% | 527 |
|
|
2024
Q4 | $641K | Sell |
5,089
-1,461
| -22% | -$192K | 0.02% | 604 |
|
|
2024
Q3 | $838K | Buy |
6,550
+1,442
| +28% | +$168K | 0.02% | 552 |
|
|
2024
Q2 | $533K | Buy |
5,108
+67
| +1% | +$6.57K | 0.02% | 620 |
|
|
2024
Q1 | $471K | Sell |
5,041
-56
| -1% | -$5.07K | 0.02% | 661 |
|
|
2023
Q4 | $460K | Buy |
5,097
+103
| +2% | +$8.94K | 0.02% | 627 |
|
|
2023
Q3 | $409K | Buy |
4,994
+188
| +4% | +$15.5K | 0.02% | 616 |
|
|
2023
Q2 | $389K | Sell |
4,806
-1,046
| -18% | -$80.6K | 0.02% | 627 |
|
|
2023
Q1 | $420K | Sell |
5,852
-1,152
| -16% | -$83.6K | 0.02% | 565 |
|
|
2022
Q4 | $459K | Buy |
7,004
+1,315
| +23% | +$84.5K | 0.03% | 514 |
|
|
2022
Q3 | $366K | Buy |
5,689
+1,580
| +38% | +$124K | 0.03% | 549 |
|
|
2022
Q2 | $338K | Buy |
4,109
+139
| +4% | +$12.4K | 0.03% | 492 |
|
|
2022
Q1 | $382K | Sell |
3,970
-1
| -0% | -$87 | 0.03% | 500 |
|
|
2021
Q4 | $341K | Sell |
3,971
-466
| -11% | -$38.8K | 0.03% | 560 |
|
|
2021
Q3 | $366K | Sell |
4,437
-295
| -6% | -$25.4K | 0.03% | 529 |
|
|
2021
Q2 | $393K | Sell |
4,732
-616
| -12% | -$47.2K | 0.02% | 619 |
|
|
2021
Q1 | $383K | Buy |
5,348
+1,151
| +27% | +$77.3K | 0.03% | 547 |
|
|
2020
Q4 | $271K | Sell |
4,197
-128
| -3% | -$7.77K | 0.02% | 593 |
|
|
2020
Q3 | $238K | Sell |
4,325
-185
| -4% | -$10.2K | 0.02% | 557 |
|
|
2020
Q2 | $233K | Sell |
4,510
-3,622
| -45% | -$178K | 0.03% | 478 |
|
|
2020
Q1 | $372K | Sell |
8,132
-485
| -6% | -$35.8K | 0.05% | 335 |
|
|
2019
Q4 | $705K | Sell |
8,617
-735
| -8% | -$62.9K | 0.08% | 270 |
|
|
2019
Q3 | $838K | Buy |
9,352
+2,464
| +36% | +$214K | 0.11% | 215 |
|
|
2019
Q2 | $568K | Buy |
6,888
+561
| +9% | +$44.1K | 0.08% | 261 |
|
|
2019
Q1 | $491K | Buy |
+6,327
| New | +$475K | 0.08% | 268 |
|
|
2018
Q4 | – | Sell |
-5,416
| Closed | -$348K | – | 517 |
|
|
2018
Q3 | $348K | Sell |
5,416
-231
| -4% | -$14.9K | 0.08% | 292 |
|
|
2018
Q2 | $354K | Buy |
5,647
+445
| +9% | +$24.8K | 0.09% | 269 |
|
|
2018
Q1 | $281K | Buy |
5,202
+3,273
| +170% | +$185K | 0.08% | 286 |
|
|
2017
Q4 | $121K | Buy |
1,929
+1,897
| +5,928% | +$127K | 0.03% | 448 |
|
|
2017
Q3 | $2K | Sell |
32
-116
| -78% | -$8.44K | ﹤0.01% | 1242 |
|
|
2017
Q2 | $2 | Hold |
148
| – | – | ﹤0.01% | 1253 |
|
|
2017
Q1 | $11K | Hold |
148
| – | – | 0.01% | 822 |
|
|
2016
Q4 | $10K | Buy |
+148
| New | +$9.8K | 0.01% | 807 |
|
Other funds holding WELL
IHT Wealth Management's WELL Position: Q2 2026 in Review
IHT Wealth Management increased its Welltower (WELL) stake by 20% in Q2 2026, buying an estimated $264K and bringing the position to 7,489 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #441.
IHT Wealth Management first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- IHT Wealth Management held 7,489 shares of Welltower worth $1.7M as of Q2 2026.
- IHT Wealth Management bought 1,249 Welltower shares in Q2 2026, an estimated $264K.
- Welltower made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #441 holding.
- IHT Wealth Management first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.