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Lifeworks Advisors’s Welltower WELL Stock Holding History

Lifeworks 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 		$386K Sell
1,699
-373
-18% -$78.9K 0.04% 235
2026
Q1 		$410K Buy
+2,072
New +$409K 0.05% 216

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

Lifeworks Advisors's WELL Position: Q2 2026 in Review

Lifeworks Advisors reduced its Welltower (WELL) stake by 18% in Q2 2026, selling an estimated $78.9K and leaving 1,699 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #235.

Lifeworks Advisors first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. The position peaked at $410K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Lifeworks Advisors held 1,699 shares of Welltower worth $386K as of Q2 2026.
  • Lifeworks Advisors sold 373 Welltower shares in Q2 2026, an estimated $78.9K.
  • Welltower made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #235 holding.
  • Lifeworks Advisors first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • Lifeworks Advisors's Welltower position peaked at $410K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.