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Panoramic Investment Advisors’s Welltower WELL Stock Holding History

Panoramic Investment 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 		$954K Hold
4,204
– – 0.46% 54
2026
Q1 		$831K Sell
4,204
-48
-1% -$9.49K 0.45% 56
2025
Q4 		$789K Hold
4,252
– – 0.43% 53
2025
Q3 		$757K Hold
4,252
– – 0.43% 52
2025
Q2 		$654K Sell
4,252
-300
-7% -$44.8K 0.4% 53
2025
Q1 		$697K Sell
4,552
-100
-2% -$14.2K 0.47% 49
2024
Q4 		$586K Hold
4,652
– – 0.38% 60
2024
Q3 		$596K Buy
+4,652
New +$543K 0.41% 57
2024
Q1 		$544K Sell
5,825
-400
-6% -$36.2K 0.4% 56
2023
Q4 		$561K Sell
6,225
-100
-2% -$8.68K 0.49% 52
2023
Q3 		$518K Buy
+6,325
New +$520K 0.48% 52
2022
Q4 		$431K Buy
+6,575
New +$423K 0.44% 55

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

Panoramic Investment Advisors's WELL Position: Q2 2026 in Review

Panoramic Investment Advisors held its Welltower (WELL) position steady in Q2 2026 at 4,204 shares worth $954K. The position accounts for 0.46% of the portfolio, ranked #54.

Panoramic Investment Advisors first reported a position in WELL in Q4 2022 and has held it in 12 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Panoramic Investment Advisors held 4,204 shares of Welltower worth $954K as of Q2 2026.
  • Panoramic Investment Advisors left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.46% of Panoramic Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Panoramic Investment Advisors first reported a position in Welltower in Q4 2022 and has held it in 12 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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