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Portfolio Resources Advisor Group’s Welltower WELL Stock Holding History

Portfolio Resources Advisor Group’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 		$503K Sell
2,218
-13
-0.6% -$2.75K 0.43% 44
2026
Q1 		$441K Buy
2,231
+339
+18% +$67K 0.44% 41
2025
Q4 		$351K Buy
+1,892
New +$353K 0.35% 42

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

Portfolio Resources Advisor Group's WELL Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its Welltower (WELL) stake by 0.58% in Q2 2026, selling an estimated $2.75K and leaving 2,218 shares worth $503K. The position accounts for 0.43% of the portfolio, ranked #44.

Portfolio Resources Advisor Group first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Portfolio Resources Advisor Group held 2,218 shares of Welltower worth $503K as of Q2 2026.
  • Portfolio Resources Advisor Group sold 13 Welltower shares in Q2 2026, an estimated $2.75K.
  • Welltower made up 0.43% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #44 holding.
  • Portfolio Resources Advisor Group first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.