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Operose Advisors’s Welltower WELL Stock Holding History

Operose 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
-44
Closed -$8.7K – 692
2026
Q1 		$8.7K Buy
+44
New +$8.7K ﹤0.01% 419
2024
Q4 		– Sell
-225
Closed -$28.8K – 643
2024
Q3 		$28.8K Hold
225
– – 0.01% 351
2024
Q2 		$23.5K Hold
225
– – 0.01% 336
2024
Q1 		$21K Hold
225
– – 0.01% 385
2023
Q4 		$20.3K Sell
225
-380
-63% -$33K 0.01% 361
2023
Q3 		$49.6K Buy
+605
New +$49.8K 0.02% 315

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

Operose Advisors's WELL Position: Q2 2026 in Review

Operose Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 44 shares — an estimated $8.7K sold.

Operose Advisors first reported a position in WELL in Q3 2023 and held it in 6 quarters. The position peaked at $49.6K in Q3 2023. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Operose Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 44 Welltower shares in Q2 2026, an estimated $8.7K.
  • Operose Advisors first reported a position in Welltower in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's Welltower position peaked at $49.6K in Q3 2023.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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