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New Age Alpha Advisors’s Welltower WELL Stock Holding History

New Age Alpha 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 		$20.8M Sell
91,681
-114
-0.1% -$24.1K 0.88% 12
2026
Q1 		$18.1M Sell
91,795
-5,880
-6% -$1.16M 0.85% 11
2025
Q4 		$18.1M Sell
97,675
-10,307
-10% -$1.93M 0.78% 13
2025
Q3 		$19.2M Buy
107,982
+7,809
+8% +$1.28M 0.81% 12
2025
Q2 		$15.4M Buy
100,173
+12,624
+14% +$1.89M 0.68% 17
2025
Q1 		$13.4M Sell
87,549
-31,667
-27% -$4.51M 0.6% 19
2024
Q4 		$15M Buy
+119,216
New +$15.6M 0.61% 24

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

New Age Alpha Advisors's WELL Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Welltower (WELL) stake by 0.12% in Q2 2026, selling an estimated $24.1K and leaving 91,681 shares worth $20.8M. The position accounts for 0.88% of the portfolio, ranked #12.

New Age Alpha Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • New Age Alpha Advisors held 91,681 shares of Welltower worth $20.8M as of Q2 2026.
  • New Age Alpha Advisors sold 114 Welltower shares in Q2 2026, an estimated $24.1K.
  • Welltower made up 0.88% of New Age Alpha Advisors's portfolio in Q2 2026, its #12 holding.
  • New Age Alpha Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.