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 Q2	$1.03M	Sell	4,541 -276	-6%	-$58.3K	0.22%	82
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 $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 $3.38T AUM 44.17% 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

Investment Advisory Group's WELL Position: Q2 2026 in Review

Investment Advisory Group reduced its Welltower (WELL) stake by 5.7% in Q2 2026, selling an estimated $58.3K and leaving 4,541 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #82.

Investment Advisory Group first reported a position in WELL in Q1 2022 and has held it in 18 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Investment Advisory Group held 4,541 shares of Welltower worth $1.03M as of Q2 2026.
Investment Advisory Group sold 276 Welltower shares in Q2 2026, an estimated $58.3K.
Welltower made up 0.22% of Investment Advisory Group's portfolio in Q2 2026, its #82 holding.
Investment Advisory Group first reported a position in Welltower in Q1 2022 and has held it in 18 quarters since.
1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.