JWCA
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J.W. Cole Advisors’s Welltower WELL Stock Holding History

J.W. Cole Advisors’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 		$2.74M Sell
12,058
-120
-1% -$25.4K 0.05% 396
2026
Q1 		$2.41M Buy
12,178
+394
+3% +$77.9K 0.08% 217
2025
Q4 		$2.12M Buy
11,784
+135
+1% +$25.2K 0.05% 378
2025
Q3 		$2.08M Sell
11,649
-225
-2% -$37K 0.04% 438
2025
Q2 		$1.83M Buy
11,874
+564
+5% +$84.3K 0.04% 450
2025
Q1 		$1.73M Buy
11,310
+7,522
+199% +$1.07M 0.05% 361
2024
Q4 		$477K Buy
3,788
+537
+17% +$70.5K 0.02% 617
2024
Q3 		$416K Sell
3,251
-41
-1% -$4.78K 0.02% 672
2024
Q2 		$343K Sell
3,292
-178
-5% -$17.4K 0.02% 656
2024
Q1 		$324K Buy
3,470
+89
+3% +$8.06K 0.02% 666
2023
Q4 		$305K Buy
3,381
+279
+9% +$24.2K 0.02% 643
2023
Q3 		$254K Buy
3,102
+2
+0.1% +$164 0.02% 614
2023
Q2 		$251K Sell
3,100
-27
-0.9% -$2.08K 0.02% 632
2023
Q1 		$224K Sell
3,127
-26
-0.8% -$1.89K 0.02% 692
2022
Q4 		$207K Buy
+3,153
New +$203K 0.02% 681
2022
Q3 		– Sell
-2,630
Closed -$217K – 769
2022
Q2 		$217K Buy
2,630
+250
+11% +$22.2K 0.02% 658
2022
Q1 		$229K Hold
2,380
– – 0.02% 710
2021
Q4 		$204K Sell
2,380
-100
-4% -$8.34K 0.01% 773
2021
Q3 		$204K Hold
2,480
– – 0.01% 444
2021
Q2 		$206K Buy
+2,480
New +$190K 0.02% 694
2020
Q4 		– Sell
-10,798
Closed -$595K – 882
2020
Q3 		$595K Buy
+10,798
New +$593K 0.05% 370
2020
Q1 		– Sell
-3,123
Closed -$255K – 511
2019
Q4 		$255K Buy
+3,123
New +$267K 0.03% 454

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

J.W. Cole Advisors's WELL Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Welltower (WELL) stake by 0.99% in Q2 2026, selling an estimated $25.4K and leaving 12,058 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #396.

J.W. Cole Advisors first reported a position in WELL in Q4 2019 and has held it in 22 quarters since. 417 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • J.W. Cole Advisors held 12,058 shares of Welltower worth $2.74M as of Q2 2026.
  • J.W. Cole Advisors sold 120 Welltower shares in Q2 2026, an estimated $25.4K.
  • Welltower made up 0.05% of J.W. Cole Advisors's portfolio in Q2 2026, its #396 holding.
  • J.W. Cole Advisors first reported a position in Welltower in Q4 2019 and has held it in 22 quarters since.
  • 417 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.