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Prime Capital Investment Advisors’s Welltower WELL Stock Holding History

Prime Capital 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 		$1.78M Buy
7,851
+1,391
+22% +$294K 0.02% 398
2026
Q1 		$1.28M Buy
6,460
+227
+4% +$44.9K 0.01% 452
2025
Q4 		$1.16M Buy
6,233
+443
+8% +$82.7K 0.01% 459
2025
Q3 		$1.03M Buy
5,790
+396
+7% +$65.1K 0.01% 481
2025
Q2 		$829K Sell
5,394
-1,564
-22% -$234K 0.01% 506
2025
Q1 		$1.07M Buy
6,958
+2,945
+73% +$420K 0.01% 487
2024
Q4 		$506K Sell
4,013
-670
-14% -$87.9K 0.01% 566
2024
Q3 		$600K Buy
4,683
+56
+1% +$6.53K 0.01% 542
2024
Q2 		$482K Sell
4,627
-1,725
-27% -$169K 0.01% 588
2024
Q1 		$594K Buy
6,352
+227
+4% +$20.6K 0.01% 580
2023
Q4 		$552K Buy
6,125
+2,360
+63% +$205K 0.01% 557
2023
Q3 		$308K Sell
3,765
-152
-4% -$12.5K 0.01% 576
2023
Q2 		$317K Buy
3,917
+135
+4% +$10.4K 0.01% 585
2023
Q1 		$271K Buy
+3,782
New +$274K 0.01% 443
2021
Q2 		– Sell
-290
Closed -$21K – 546
2021
Q1 		$21K Hold
290
– – ﹤0.01% 389
2020
Q4 		$19K Buy
290
+200
+222% +$12.1K ﹤0.01% 382
2020
Q3 		$5K Sell
90
-168
-65% -$9.22K ﹤0.01% 423
2020
Q2 		$13K Sell
258
-14
-5% -$688 ﹤0.01% 404
2020
Q1 		$12K Buy
+272
New +$20.1K ﹤0.01% 395

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Prime Capital Investment Advisors's WELL Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Welltower (WELL) stake by 22% in Q2 2026, buying an estimated $294K and bringing the position to 7,851 shares worth $1.78M. The position accounts for 0.02% of the portfolio, ranked #398.

Prime Capital Investment Advisors first reported a position in WELL in Q1 2020 and has held it in 19 quarters since. 1,214 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Prime Capital Investment Advisors held 7,851 shares of Welltower worth $1.78M as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,391 Welltower shares in Q2 2026, an estimated $294K.
  • Welltower made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #398 holding.
  • Prime Capital Investment Advisors first reported a position in Welltower in Q1 2020 and has held it in 19 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.