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Opal Wealth Advisors’s Welltower WELL Stock Holding History

Opal Wealth 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 		– Sell
-704
Closed -$139K – 585
2026
Q1 		$139K Buy
+704
New +$139K 0.03% 244
2025
Q3 		– Sell
-387
Closed -$59.5K – 553
2025
Q2 		$59.5K Buy
387
+2
+0.5% +$299 0.02% 349
2025
Q1 		$59.1K Buy
+385
New +$54.9K 0.02% 340
2024
Q3 		– Sell
-441
Closed -$46K – 1167
2024
Q2 		$46K Sell
441
-20
-4% -$1.96K 0.01% 364
2024
Q1 		$43K Buy
+461
New +$41.7K 0.01% 212

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

Opal Wealth Advisors's WELL Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 704 shares — an estimated $139K sold.

Opal Wealth Advisors first reported a position in WELL in Q1 2024 and held it in 5 quarters. The position peaked at $139K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 704 Welltower shares in Q2 2026, an estimated $139K.
  • Opal Wealth Advisors first reported a position in Welltower in Q1 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's Welltower position peaked at $139K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.