N.E.W. Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
N.E.W. Advisory Services's WELL Position: Q2 2026 in Review
N.E.W. Advisory Services increased its Welltower (WELL) stake by 61% in Q2 2026, buying an estimated $27.3K and bringing the position to 341 shares worth $77.4K. The position accounts for 0.01% of the portfolio, ranked #317.
N.E.W. Advisory Services first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- N.E.W. Advisory Services held 341 shares of Welltower worth $77.4K as of Q2 2026.
- N.E.W. Advisory Services bought 129 Welltower shares in Q2 2026, an estimated $27.3K.
- Welltower made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #317 holding.
- N.E.W. Advisory Services first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.