Old Port Advisors’s Welltower WELL Stock Holding History

Old Port 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	$313K	Buy	1,378 +132	+11%	+$27.9K	0.06%	217
2026 Q1	$246K	Sell	1,246 -1	-0.1%	-$198	0.06%	210
2025 Q4	$231K	Buy	1,247 +9	+0.7%	+$1.68K	0.06%	213
2025 Q3	$221K	Buy	+1,238	New	+$203K	0.06%	224
2025 Q2	–	Sell	-1,314	Closed	-$201K	–	240
2025 Q1	$201K	Buy	+1,314	New	+$187K	0.06%	220

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Old Port Advisors's WELL Position: Q2 2026 in Review

Old Port Advisors increased its Welltower (WELL) stake by 11% in Q2 2026, buying an estimated $27.9K and bringing the position to 1,378 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #217.

Old Port Advisors first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Old Port Advisors held 1,378 shares of Welltower worth $313K as of Q2 2026.
Old Port Advisors bought 132 Welltower shares in Q2 2026, an estimated $27.9K.
Welltower made up 0.06% of Old Port Advisors's portfolio in Q2 2026, its #217 holding.
Old Port Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.