Innovative Asset Advisors Group’s Welltower WELL Stock Holding History

Innovative Asset Advisors Group’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	–	Sell	-1	Closed	-$198	–	1028
2026 Q1	$198	Buy	+1	New	+$198	﹤0.01%	1017

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

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

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Innovative Asset Advisors Group's WELL Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Welltower (WELL) in Q2 2026, closing a stake of 1 share — an estimated $198 sold.

Innovative Asset Advisors Group first reported a position in WELL in Q1 2026 and held it in 1 quarter. The position peaked at $198 in Q1 2026. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Innovative Asset Advisors Group reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 1 Welltower share in Q2 2026, an estimated $198.
Innovative Asset Advisors Group first reported a position in Welltower in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's Welltower position peaked at $198 in Q1 2026.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.