Kovack Advisors’s Welltower WELL Stock Holding History

Kovack 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 Q1	–	Sell	-1,217	Closed	-$226K	–	1111
2025 Q4	$226K	Buy	+1,217	New	+$227K	0.01%	895
2019 Q3	–	Sell	-2,543	Closed	-$207K	–	536
2019 Q2	$207K	Buy	+2,543	New	+$200K	0.05%	391

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kovack Advisors's WELL Position: Q1 2026 in Review

Kovack Advisors sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,217 shares — an estimated $226K sold.

Kovack Advisors first reported a position in WELL in Q2 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Kovack Advisors reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 1,217 Welltower shares in Q1 2026, an estimated $226K.
Kovack Advisors first reported a position in Welltower in Q2 2019 and held it in 2 quarters.
Kovack Advisors's Welltower position peaked at $226K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.