Range Advisory, LLC’s Welltower WELL Stock Holding History

Range Advisory, LLC’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	$309K	Sell	1,360 -72	-5%	-$15.2K	0.04%	240
2026 Q1	$283K	Buy	+1,432	New	+$283K	0.05%	200

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 $3.37T AUM 44.26% 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

Range Advisory, LLC's WELL Position: Q2 2026 in Review

Range Advisory, LLC reduced its Welltower (WELL) stake by 5% in Q2 2026, selling an estimated $15.2K and leaving 1,360 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #240.

Range Advisory, LLC first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Range Advisory, LLC held 1,360 shares of Welltower worth $309K as of Q2 2026.
Range Advisory, LLC sold 72 Welltower shares in Q2 2026, an estimated $15.2K.
Welltower made up 0.04% of Range Advisory, LLC's portfolio in Q2 2026, its #240 holding.
Range Advisory, LLC first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.