Parallel Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.42M | Buy |
7,161
+50
| +0.7% | +$9.88K | 0.03% | 372 |
|
|
2025
Q4 | $1.32M | Buy |
7,111
+615
| +9% | +$115K | 0.02% | 374 |
|
|
2025
Q3 | $1.16M | Buy |
6,496
+475
| +8% | +$78.1K | 0.02% | 389 |
|
|
2025
Q2 | $926K | Buy |
6,021
+580
| +11% | +$86.7K | 0.02% | 437 |
|
|
2025
Q1 | $834K | Buy |
5,441
+859
| +19% | +$122K | 0.02% | 436 |
|
|
2024
Q4 | $577K | Buy |
4,582
+721
| +19% | +$94.6K | 0.01% | 549 |
|
|
2024
Q3 | $494K | Buy |
3,861
+841
| +28% | +$98.1K | 0.01% | 571 |
|
|
2024
Q2 | $315K | Buy |
3,020
+61
| +2% | +$5.98K | 0.01% | 697 |
|
|
2024
Q1 | $276K | Buy |
2,959
+400
| +16% | +$36.2K | 0.01% | 735 |
|
|
2023
Q4 | $231K | Buy |
2,559
+390
| +18% | +$33.8K | 0.01% | 740 |
|
|
2023
Q3 | $178K | Buy |
2,169
+104
| +5% | +$8.55K | 0.01% | 826 |
|
|
2023
Q2 | $167K | Buy |
2,065
+357
| +21% | +$27.5K | 0.01% | 857 |
|
|
2023
Q1 | $122K | Buy |
1,708
+136
| +9% | +$9.87K | ﹤0.01% | 964 |
|
|
2022
Q4 | $103K | Sell |
1,572
-360
| -19% | -$23.1K | ﹤0.01% | 979 |
|
|
2022
Q3 | $124K | Sell |
1,932
-49
| -2% | -$3.83K | 0.01% | 875 |
|
|
2022
Q2 | $163K | Sell |
1,981
-82
| -4% | -$7.3K | 0.01% | 763 |
|
|
2022
Q1 | $202K | Buy |
2,063
+111
| +6% | +$9.64K | 0.01% | 733 |
|
|
2021
Q4 | $167K | Sell |
1,952
-87
| -4% | -$7.25K | 0.01% | 807 |
|
|
2021
Q3 | $168K | Buy |
2,039
+410
| +25% | +$35.2K | 0.01% | 780 |
|
|
2021
Q2 | $135K | Buy |
1,629
+389
| +31% | +$29.8K | 0.01% | 842 |
|
|
2021
Q1 | $89K | Buy |
1,240
+100
| +9% | +$6.71K | ﹤0.01% | 931 |
|
|
2020
Q4 | $74K | Sell |
1,140
-210
| -16% | -$12.7K | ﹤0.01% | 941 |
|
|
2020
Q3 | $74K | Sell |
1,350
-7
| -0.5% | -$384 | ﹤0.01% | 903 |
|
|
2020
Q2 | $70K | Sell |
1,357
-124
| -8% | -$6.09K | ﹤0.01% | 909 |
|
|
2020
Q1 | $67K | Sell |
1,481
-839
| -36% | -$61.9K | 0.01% | 836 |
|
|
2019
Q4 | $190K | Sell |
2,320
-27
| -1% | -$2.31K | 0.01% | 531 |
|
|
2019
Q3 | $213K | Buy |
2,347
+464
| +25% | +$40.4K | 0.02% | 452 |
|
|
2019
Q2 | $154K | Sell |
1,883
-121
| -6% | -$9.51K | 0.02% | 519 |
|
|
2019
Q1 | $156K | Buy |
2,004
+759
| +61% | +$56.9K | 0.02% | 484 |
|
|
2018
Q4 | $86K | Hold |
1,245
| – | – | 0.01% | 586 |
|
|
2018
Q3 | $80K | Buy |
1,245
+1
| +0.1% | +$65 | 0.01% | 656 |
|
|
2018
Q2 | $78K | Buy |
1,244
+444
| +56% | +$24.7K | 0.01% | 611 |
|
|
2018
Q1 | $44K | Sell |
800
-157
| -16% | -$8.86K | 0.01% | 745 |
|
|
2017
Q4 | $61K | Sell |
957
-1
| -0.1% | -$67 | 0.01% | 636 |
|
|
2017
Q3 | $65K | Buy |
958
+2
| +0.2% | +$145 | 0.01% | 603 |
|
|
2017
Q2 | $70K | Sell |
956
-47
| -5% | -$3.44K | 0.01% | 594 |
|
|
2017
Q1 | $70K | Buy |
1,003
+332
| +49% | +$22.4K | 0.01% | 561 |
|
|
2016
Q4 | $45K | Buy |
+671
| New | +$44.4K | 0.01% | 623 |
|
Other funds holding WELL
VCM
VPM
Parallel Advisors's WELL Position: Q1 2026 in Review
Parallel Advisors increased its Welltower (WELL) stake by 0.7% in Q1 2026, buying an estimated $9.88K and bringing the position to 7,161 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #372.
Parallel Advisors first reported a position in WELL in Q4 2016 and has held it in 38 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Parallel Advisors held 7,161 shares of Welltower worth $1.42M as of Q1 2026.
- Parallel Advisors bought 50 Welltower shares in Q1 2026, an estimated $9.88K.
- Welltower made up 0.03% of Parallel Advisors's portfolio in Q1 2026, its #372 holding.
- Parallel Advisors first reported a position in Welltower in Q4 2016 and has held it in 38 quarters since.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.