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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
Q2 		$806K Sell
3,550
-544
-13% -$115K 0.04% 373
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 $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

Integrated Advisors Network's WELL Position: Q2 2026 in Review

Integrated Advisors Network reduced its Welltower (WELL) stake by 13% in Q2 2026, selling an estimated $115K and leaving 3,550 shares worth $806K. The position accounts for 0.04% of the portfolio, ranked #373.

Integrated Advisors Network first reported a position in WELL in Q1 2021 and has held it in 22 quarters since. The position peaked at $908K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Integrated Advisors Network held 3,550 shares of Welltower worth $806K as of Q2 2026.
  • Integrated Advisors Network sold 544 Welltower shares in Q2 2026, an estimated $115K.
  • Welltower made up 0.04% of Integrated Advisors Network's portfolio in Q2 2026, its #373 holding.
  • Integrated Advisors Network first reported a position in Welltower in Q1 2021 and has held it in 22 quarters since.
  • Integrated Advisors Network's Welltower position peaked at $908K in Q4 2025.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.