Investment Advisory Group’s Welltower WELL Stock Holding History

Investment Advisory 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 Q1	$952K	Sell	4,817 -103	-2%	-$20.4K	0.24%	82
2025 Q4	$913K	Hold	4,920	–	–	0.23%	84
2025 Q3	$876K	Buy	4,920 +30	+0.6%	+$4.93K	0.24%	82
2025 Q2	$752K	Buy	4,890 +1	+0%	+$149	0.23%	85
2025 Q1	$749K	Hold	4,889	–	–	0.25%	80
2024 Q4	$616K	Buy	4,889 +85	+2%	+$11.2K	0.21%	86
2024 Q3	$615K	Sell	4,804 -42	-0.9%	-$4.9K	0.21%	86
2024 Q2	$505K	Hold	4,846	–	–	0.2%	88
2024 Q1	$453K	Sell	4,846 -112	-2%	-$10.1K	0.19%	90
2023 Q4	$447K	Hold	4,958	–	–	0.21%	84
2023 Q3	$406K	Hold	4,958	–	–	0.21%	81
2023 Q2	$401K	Buy	4,958 +31	+0.6%	+$2.39K	0.21%	85
2023 Q1	$353K	Hold	4,927	–	–	0.2%	88
2022 Q4	$323K	Hold	4,927	–	–	0.2%	93
2022 Q3	$317K	Hold	4,927	–	–	0.22%	83
2022 Q2	$404K	Hold	4,927	–	–	0.27%	70
2022 Q1	$474K	Buy	+4,927	New	+$428K	0.29%	72

Other funds holding WELL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Investment Advisory Group's WELL Position: Q1 2026 in Review

Investment Advisory Group reduced its Welltower (WELL) stake by 2.1% in Q1 2026, selling an estimated $20.4K and leaving 4,817 shares worth $952K. The position accounts for 0.24% of the portfolio, ranked #82.

Investment Advisory Group first reported a position in WELL in Q1 2022 and has held it in 17 quarters since. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Investment Advisory Group held 4,817 shares of Welltower worth $952K as of Q1 2026.
Investment Advisory Group sold 103 Welltower shares in Q1 2026, an estimated $20.4K.
Welltower made up 0.24% of Investment Advisory Group's portfolio in Q1 2026, its #82 holding.
Investment Advisory Group first reported a position in Welltower in Q1 2022 and has held it in 17 quarters since.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.