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Investment Advisory Services’s Welltower WELL Stock Holding History

Investment 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 		$275K Hold
1,210
– – 0.08% 113
2026
Q1 		$239K Sell
1,210
-170
-12% -$33.6K 0.08% 119
2025
Q4 		$256K Hold
1,380
– – 0.08% 105
2025
Q3 		$246K Sell
1,380
-200
-13% -$32.9K 0.08% 112
2025
Q2 		$243K Hold
1,580
– – 0.08% 109
2025
Q1 		$242K Sell
1,580
-100
-6% -$14.2K 0.09% 105
2024
Q4 		$212K Sell
1,680
-1,175
-41% -$154K 0.07% 113
2024
Q3 		$366K Sell
2,855
-900
-24% -$105K 0.13% 88
2024
Q2 		$391K Sell
3,755
-411
-10% -$40.3K 0.14% 86
2024
Q1 		$389K Buy
4,166
+6
+0.1% +$543 0.14% 88
2023
Q4 		$375K Sell
4,160
-45
-1% -$3.9K 0.15% 88
2023
Q3 		$344K Sell
4,205
-100
-2% -$8.22K 0.15% 88
2023
Q2 		$348K Hold
4,305
– – 0.15% 89
2023
Q1 		$309K Sell
4,305
-56
-1% -$4.06K 0.15% 87
2022
Q4 		$282K Sell
4,361
-848
-16% -$54.5K 0.15% 89
2022
Q3 		$335K Hold
5,209
– – 0.2% 79
2022
Q2 		$429K Sell
5,209
-573
-10% -$51K 0.25% 70
2022
Q1 		$556K Hold
5,782
– – 0.31% 65
2021
Q4 		$496K Buy
5,782
+75
+1% +$6.25K 0.27% 68
2021
Q3 		$470K Sell
5,707
-147
-3% -$12.6K 0.29% 71
2021
Q2 		$486K Buy
+5,854
New +$448K 0.3% 70
2020
Q4 		$732K Hold
11,331
– – 0.51% 51
2020
Q3 		$624K Sell
11,331
-291
-3% -$16K 0.49% 53
2020
Q2 		$601K Sell
11,622
-2,527
-18% -$124K 0.51% 53
2020
Q1 		$648K Sell
14,149
-118
-0.8% -$8.71K 0.69% 45
2019
Q4 		$1.17M Buy
+14,267
New +$1.22M 1.05% 35

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Investment Advisory Services held its Welltower (WELL) position steady in Q2 2026 at 1,210 shares worth $275K. The position accounts for 0.08% of the portfolio, ranked #113.

Investment Advisory Services first reported a position in WELL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.17M in Q4 2019. 416 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Investment Advisory Services held 1,210 shares of Welltower worth $275K as of Q2 2026.
  • Investment Advisory Services left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.08% of Investment Advisory Services's portfolio in Q2 2026, its #113 holding.
  • Investment Advisory Services first reported a position in Welltower in Q4 2019 and has held it in 26 quarters since.
  • Investment Advisory Services's Welltower position peaked at $1.17M in Q4 2019.
  • 416 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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