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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
Q2 		$6.27M Sell
27,630
-587
-2% -$124K 0.12% 196
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
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

Mount Yale Investment Advisors's WELL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Welltower (WELL) stake by 2.1% in Q2 2026, selling an estimated $124K and leaving 27,630 shares worth $6.27M. The position accounts for 0.12% of the portfolio, ranked #196.

Mount Yale Investment Advisors first reported a position in WELL in Q1 2018 and has held it in 6 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mount Yale Investment Advisors held 27,630 shares of Welltower worth $6.27M as of Q2 2026.
  • Mount Yale Investment Advisors sold 587 Welltower shares in Q2 2026, an estimated $124K.
  • Welltower made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • Mount Yale Investment Advisors first reported a position in Welltower in Q1 2018 and has held it in 6 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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