Insigneo Advisory Services’s Welltower WELL Stock Holding History

Insigneo Advisory Services’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	-1,162	Closed	-$230K	–	919
2026 Q1	$230K	Buy	+1,162	New	+$230K	0.02%	593
2024 Q2	–	Sell	-3,423	Closed	-$320K	–	645
2024 Q1	$320K	Buy	3,423 +14	+0.4%	+$1.27K	0.04%	365
2023 Q4	$307K	Buy	3,409 +468	+16%	+$40.6K	0.04%	325
2023 Q3	$241K	Buy	+2,941	New	+$242K	0.05%	329
2023 Q2	–	Sell	-2,969	Closed	-$211K	–	358
2023 Q1	$211K	Buy	+2,969	New	+$215K	0.07%	257

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

Insigneo Advisory Services's WELL Position: Q2 2026 in Review

Insigneo Advisory Services sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,162 shares — an estimated $230K sold.

Insigneo Advisory Services first reported a position in WELL in Q1 2023 and held it in 5 quarters. The position peaked at $320K in Q1 2024. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Insigneo Advisory Services reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Insigneo Advisory Services sold 1,162 Welltower shares in Q2 2026, an estimated $230K.
Insigneo Advisory Services first reported a position in Welltower in Q1 2023 and held it in 5 quarters.
Insigneo Advisory Services's Welltower position peaked at $320K in Q1 2024.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.