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Mutual Advisors’s Welltower WELL Stock Holding History

Mutual 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 		$2.25M Buy
9,928
+649
+7% +$137K 0.04% 387
2026
Q1 		$1.83M Buy
9,279
+6,477
+231% +$1.28M 0.04% 399
2025
Q4 		$520K Sell
2,802
-16
-0.6% -$2.99K 0.01% 858
2025
Q3 		$496K Buy
2,818
+134
+5% +$22K 0.01% 858
2025
Q2 		$434K Sell
2,684
-820
-23% -$123K 0.01% 848
2025
Q1 		$515K Buy
3,504
+1,459
+71% +$208K 0.01% 696
2024
Q4 		$263K Buy
2,045
+15
+0.7% +$1.97K 0.01% 929
2024
Q3 		$268K Sell
2,030
-115
-5% -$13.4K 0.01% 949
2024
Q2 		$240K Sell
2,145
-269
-11% -$26.4K 0.01% 975
2024
Q1 		$226K Sell
2,414
-75
-3% -$6.79K 0.01% 991
2023
Q4 		$224K Buy
+2,489
New +$216K 0.01% 924
2023
Q3 		– Sell
-2,775
Closed -$224K – 1057
2023
Q2 		$224K Sell
2,775
-178
-6% -$13.7K 0.01% 907
2023
Q1 		$212K Buy
+2,953
New +$214K 0.01% 910
2022
Q4 		– Sell
-3,139
Closed -$202K – 983
2022
Q3 		$202K Buy
+3,139
New +$245K 0.01% 831

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

Mutual Advisors's WELL Position: Q2 2026 in Review

Mutual Advisors increased its Welltower (WELL) stake by 7% in Q2 2026, buying an estimated $137K and bringing the position to 9,928 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #387.

Mutual Advisors first reported a position in WELL in Q3 2022 and has held it in 14 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mutual Advisors held 9,928 shares of Welltower worth $2.25M as of Q2 2026.
  • Mutual Advisors bought 649 Welltower shares in Q2 2026, an estimated $137K.
  • Welltower made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #387 holding.
  • Mutual Advisors first reported a position in Welltower in Q3 2022 and has held it in 14 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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