Mount Yale Investment Advisors’s Welltower WELL Stock Holding History

Mount Yale Investment 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 Q1	$5.58M	Buy	28,217 +26,740	+1,810%	+$5.28M	0.13%	172
2025 Q4	$274K	Sell	1,477 -2,484	-63%	-$464K	0.01%	611
2025 Q3	$706K	Buy	3,961 +2,996	+310%	+$492K	0.05%	349
2025 Q2	$148K	Buy	+965	New	+$144K	0.01%	595
2018 Q2	–	Sell	-79	Closed	-$4K	–	1011
2018 Q1	$4K	Buy	+79	New	+$4.46K	﹤0.01%	903

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's WELL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Welltower (WELL) stake by 1,810% in Q1 2026, buying an estimated $5.28M and bringing the position to 28,217 shares worth $5.58M. The position accounts for 0.13% of the portfolio, ranked #172.

Mount Yale Investment Advisors first reported a position in WELL in Q1 2018 and has held it in 5 quarters since. 1,483 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Mount Yale Investment Advisors held 28,217 shares of Welltower worth $5.58M as of Q1 2026.
Mount Yale Investment Advisors bought 26,740 Welltower shares in Q1 2026, an estimated $5.28M.
Welltower made up 0.13% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #172 holding.
Mount Yale Investment Advisors first reported a position in Welltower in Q1 2018 and has held it in 5 quarters since.
1,483 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.