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L & S Advisors’s Welltower WELL Stock Holding History

L & S 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 		– Sell
-21,547
Closed -$4.26M – 259
2026
Q1 		$4.26M Buy
+21,547
New +$4.26M 0.54% 62
2025
Q2 		– Sell
-23,026
Closed -$3.53M – 367
2025
Q1 		$3.53M Buy
+23,026
New +$3.28M 0.44% 67
2023
Q4 		– Sell
-20,477
Closed -$1.68M – 363
2023
Q3 		$1.68M Buy
+20,477
New +$1.68M 0.24% 107

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 $3.38T AUM 44.17% 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

L & S Advisors's WELL Position: Q2 2026 in Review

L & S Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 21,547 shares — an estimated $4.26M sold.

L & S Advisors first reported a position in WELL in Q3 2023 and held it in 3 quarters. The position peaked at $4.26M in Q1 2026. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • L & S Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • L & S Advisors sold 21,547 Welltower shares in Q2 2026, an estimated $4.26M.
  • L & S Advisors first reported a position in Welltower in Q3 2023 and held it in 3 quarters.
  • L & S Advisors's Welltower position peaked at $4.26M in Q1 2026.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.