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Lloyd Advisory Services’s Welltower WELL Stock Holding History

Lloyd Advisory Services’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 		$2.04K Sell
9
-239
-96% -$50.5K ﹤0.01% 509
2026
Q1 		$49K Buy
+248
New +$49K 0.01% 275
2020
Q2 		– Hold
0
– – – 273
2020
Q1 		– Hold
0
– – – 68
2019
Q4 		– Hold
0
– – – 68

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

Lloyd Advisory Services's WELL Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Welltower (WELL) stake by 96% in Q2 2026, selling an estimated $50.5K and leaving 9 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Lloyd Advisory Services first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. The position peaked at $49K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Lloyd Advisory Services held 9 shares of Welltower worth $2.04K as of Q2 2026.
  • Lloyd Advisory Services sold 239 Welltower shares in Q2 2026, an estimated $50.5K.
  • Welltower made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #509 holding.
  • Lloyd Advisory Services first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Welltower position peaked at $49K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.