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LM Advisors’s Welltower WELL Stock Holding History

LM 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 		$205K Buy
+902
New +$191K 0.02% 224
2024
Q1 		– Sell
-690
Closed -$62.2K – 696
2023
Q4 		$62.2K Buy
+690
New +$59.9K 0.01% 297

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

LM Advisors's WELL Position: Q2 2026 in Review

LM Advisors opened a new position in Welltower (WELL) in Q2 2026: 902 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: LM Advisors previously reported a position in WELL as recently as Q4 2023.

LM Advisors first reported a position in WELL in Q4 2023 and has held it in 2 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • LM Advisors held 902 shares of Welltower worth $205K as of Q2 2026.
  • Welltower was a new LM Advisors position in Q2 2026.
  • Welltower made up 0.02% of LM Advisors's portfolio in Q2 2026, its #224 holding.
  • LM Advisors first reported a position in Welltower in Q4 2023 and has held it in 2 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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