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Integrated Advisors Network’s Welltower WELL Stock Holding History

Integrated Advisors Network’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
Q1 		$809K Sell
4,094
-797
-16% -$158K 0.04% 354
2025
Q4 		$908K Sell
4,891
-107
-2% -$20K 0.04% 367
2025
Q3 		$890K Buy
4,998
+89
+2% +$14.6K 0.04% 384
2025
Q2 		$755K Buy
4,909
+67
+1% +$10K 0.03% 410
2025
Q1 		$742K Buy
4,842
+21
+0.4% +$2.99K 0.04% 370
2024
Q4 		$608K Buy
4,821
+115
+2% +$15.1K 0.03% 408
2024
Q3 		$603K Sell
4,706
-47
-1% -$5.48K 0.03% 423
2024
Q2 		$495K Sell
4,753
-198
-4% -$19.4K 0.03% 447
2024
Q1 		$463K Buy
4,951
+108
+2% +$9.78K 0.02% 479
2023
Q4 		$437K Sell
4,843
-187
-4% -$16.2K 0.02% 473
2023
Q3 		$412K Sell
5,030
-70
-1% -$5.76K 0.03% 474
2023
Q2 		$413K Buy
5,100
+66
+1% +$5.08K 0.02% 483
2023
Q1 		$361K Buy
5,034
+21
+0.4% +$1.52K 0.02% 506
2022
Q4 		$329K Buy
5,013
+392
+8% +$25.2K 0.02% 496
2022
Q3 		$297K Buy
4,621
+29
+0.6% +$2.27K 0.02% 506
2022
Q2 		$378K Sell
4,592
-56
-1% -$4.98K 0.02% 477
2022
Q1 		$447K Sell
4,648
-125
-3% -$10.9K 0.03% 467
2021
Q4 		$409K Buy
4,773
+185
+4% +$15.4K 0.02% 454
2021
Q3 		$378K Buy
4,588
+518
+13% +$44.5K 0.03% 460
2021
Q2 		$338K Buy
4,070
+571
+16% +$43.7K 0.02% 442
2021
Q1 		$251K Buy
+3,499
New +$235K 0.02% 475

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Integrated Advisors Network's WELL Position: Q1 2026 in Review

Integrated Advisors Network reduced its Welltower (WELL) stake by 16% in Q1 2026, selling an estimated $158K and leaving 4,094 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #354.

Integrated Advisors Network first reported a position in WELL in Q1 2021 and has held it in 21 quarters since. The position peaked at $908K in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Integrated Advisors Network held 4,094 shares of Welltower worth $809K as of Q1 2026.
  • Integrated Advisors Network sold 797 Welltower shares in Q1 2026, an estimated $158K.
  • Welltower made up 0.04% of Integrated Advisors Network's portfolio in Q1 2026, its #354 holding.
  • Integrated Advisors Network first reported a position in Welltower in Q1 2021 and has held it in 21 quarters since.
  • Integrated Advisors Network's Welltower position peaked at $908K in Q4 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.