Kestra Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
Kestra Advisory Services's WELL Position: Q2 2026 in Review
Kestra Advisory Services increased its Welltower (WELL) stake by 29% in Q2 2026, buying an estimated $1.49M and bringing the position to 31,039 shares worth $7.04M. The position accounts for 0.02% of the portfolio, ranked #667.
Kestra Advisory Services first reported a position in WELL in Q3 2021 and has held it in 12 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Kestra Advisory Services held 31,039 shares of Welltower worth $7.04M as of Q2 2026.
- Kestra Advisory Services bought 7,037 Welltower shares in Q2 2026, an estimated $1.49M.
- Welltower made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #667 holding.
- Kestra Advisory Services first reported a position in Welltower in Q3 2021 and has held it in 12 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.