IAA
WELL icon

Independent Advisor Alliance’s Welltower WELL Stock Holding History

Independent Advisor Alliance’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 		$2.05M Buy
9,027
+343
+4% +$72.5K 0.05% 274
2026
Q1 		$1.72M Sell
8,684
-5,544
-39% -$1.1M 0.02% 606
2025
Q4 		$2.64M Buy
14,228
+2,802
+25% +$523K 0.06% 245
2025
Q3 		$2.04M Sell
11,426
-229
-2% -$37.6K 0.05% 289
2025
Q2 		$1.79M Sell
11,655
-1,314
-10% -$196K 0.05% 303
2025
Q1 		$1.99M Buy
12,969
+156
+1% +$22.2K 0.07% 254
2024
Q4 		$1.61M Buy
12,813
+1,764
+16% +$232K 0.02% 575
2024
Q3 		$1.41M Buy
11,049
+11
+0.1% +$1.28K 0.05% 273
2024
Q2 		$1.15M Buy
11,038
+162
+1% +$15.9K 0.04% 298
2024
Q1 		$1.02M Sell
10,876
-1,073
-9% -$97.2K 0.04% 320
2023
Q4 		$1.08M Buy
11,949
+19
+0.2% +$1.65K 0.04% 296
2023
Q3 		$977K Buy
11,930
+81
+0.7% +$6.66K 0.04% 296
2023
Q2 		$958K Buy
11,849
+1,358
+13% +$105K 0.04% 310
2023
Q1 		$752K Buy
10,491
+400
+4% +$29K 0.04% 335
2022
Q4 		$661 Sell
10,091
-2,000
-17% -$129K ﹤0.01% 330
2022
Q3 		$778K Buy
12,091
+150
+1% +$11.7K 0.05% 291
2022
Q2 		$983K Sell
11,941
-275
-2% -$24.5K 0.05% 269
2022
Q1 		$1.17M Sell
12,216
-5,546
-31% -$482K 0.06% 255
2021
Q4 		$1.52M Buy
17,762
+215
+1% +$17.9K 0.08% 206
2021
Q3 		$1.45M Buy
17,547
+262
+2% +$22.5K 0.08% 202
2021
Q2 		$1.44M Sell
17,285
-3,350
-16% -$256K 0.08% 208
2021
Q1 		$1.48M Sell
20,635
-381
-2% -$25.6K 0.09% 189
2020
Q4 		$1.36M Buy
21,016
+578
+3% +$35.1K 0.09% 167
2020
Q3 		$1.13M Sell
20,438
-152
-0.7% -$8.35K 0.09% 167
2020
Q2 		$1.07M Buy
20,590
+35
+0.2% +$1.72K 0.11% 145
2020
Q1 		$941K Buy
20,555
+4,575
+29% +$338K 0.14% 129
2019
Q4 		$1.31M Buy
15,980
+223
+1% +$19.1K 0.06% 310
2019
Q3 		$1.43M Sell
15,757
-148
-0.9% -$12.9K 0.17% 118
2019
Q2 		$1.3M Buy
15,905
+733
+5% +$57.6K 0.19% 110
2019
Q1 		$1.18M Sell
15,172
-1,443
-9% -$108K 0.17% 125
2018
Q4 		$1.15M Buy
16,615
+1,133
+7% +$77.1K 0.2% 106
2018
Q3 		$980K Sell
15,482
-1,011
-6% -$65.3K 0.18% 131
2018
Q2 		$1.03M Sell
16,493
-1,383
-8% -$77.1K 0.22% 113
2018
Q1 		$965K Sell
17,876
-1,247
-7% -$70.4K 0.22% 113
2017
Q4 		$1.2M Buy
19,123
+2,045
+12% +$137K 0.27% 91
2017
Q3 		$1.17M Buy
17,078
+1,755
+11% +$128K 0.32% 82
2017
Q2 		$1.11M Sell
15,323
-998
-6% -$73K 0.35% 82
2017
Q1 		$1.16M Buy
16,321
+1,751
+12% +$118K 0.18% 145
2016
Q4 		$973K Buy
+14,570
New +$965K 0.42% 72

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

Independent Advisor Alliance's WELL Position: Q2 2026 in Review

Independent Advisor Alliance increased its Welltower (WELL) stake by 3.9% in Q2 2026, buying an estimated $72.5K and bringing the position to 9,027 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #274.

Independent Advisor Alliance first reported a position in WELL in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.64M in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Independent Advisor Alliance held 9,027 shares of Welltower worth $2.05M as of Q2 2026.
  • Independent Advisor Alliance bought 343 Welltower shares in Q2 2026, an estimated $72.5K.
  • Welltower made up 0.05% of Independent Advisor Alliance's portfolio in Q2 2026, its #274 holding.
  • Independent Advisor Alliance first reported a position in Welltower in Q4 2016 and has held it in 39 quarters since.
  • Independent Advisor Alliance's Welltower position peaked at $2.64M in Q4 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.