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Physician Wealth Advisors’s Welltower WELL Stock Holding History

Physician 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 		$196K Buy
865
+26
+3% +$5.5K 0.02% 217
2026
Q1 		$166K Buy
839
+21
+3% +$4.15K 0.02% 213
2025
Q4 		$152K Buy
818
+17
+2% +$3.17K 0.02% 230
2025
Q3 		$143K Buy
801
+170
+27% +$27.9K 0.02% 234
2025
Q2 		$96.9K Buy
631
+16
+3% +$2.39K 0.02% 268
2025
Q1 		$94.2K Hold
615
– – 0.02% 263
2024
Q4 		$77.5K Buy
+615
New +$80.7K 0.01% 285

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

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

Physician Wealth Advisors increased its Welltower (WELL) stake by 3.1% in Q2 2026, buying an estimated $5.5K and bringing the position to 865 shares worth $196K. The position accounts for 0.02% of the portfolio, ranked #217.

Physician Wealth Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Physician Wealth Advisors held 865 shares of Welltower worth $196K as of Q2 2026.
  • Physician Wealth Advisors bought 26 Welltower shares in Q2 2026, an estimated $5.5K.
  • Welltower made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Physician Wealth Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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