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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
Q2 		$215K Buy
+935
New +$198K 0.01% 971
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kovack Advisors's WELL Position: Q2 2026 in Review

Kovack Advisors opened a new position in Welltower (WELL) in Q2 2026: 935 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Kovack Advisors previously reported a position in WELL as recently as Q4 2025.

Kovack Advisors first reported a position in WELL in Q2 2019 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Kovack Advisors held 935 shares of Welltower worth $215K as of Q2 2026.
  • Welltower was a new Kovack Advisors position in Q2 2026.
  • Welltower made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #971 holding.
  • Kovack Advisors first reported a position in Welltower in Q2 2019 and has held it in 3 quarters since.
  • Kovack Advisors's Welltower position peaked at $226K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.