Private Advisor Group’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 | $4.62M | Sell |
23,353
-68
| -0.3% | -$13.4K | 0.02% | 674 |
|
|
2025
Q4 | $4.35M | Buy |
23,421
+1,314
| +6% | +$245K | 0.02% | 679 |
|
|
2025
Q3 | $3.94M | Buy |
22,107
+3,409
| +18% | +$560K | 0.02% | 717 |
|
|
2025
Q2 | $2.87M | Buy |
18,698
+639
| +4% | +$95.5K | 0.02% | 799 |
|
|
2025
Q1 | $2.77M | Sell |
18,059
-1,084
| -6% | -$154K | 0.02% | 753 |
|
|
2024
Q4 | $2.41M | Sell |
19,143
-473
| -2% | -$62.1K | 0.01% | 800 |
|
|
2024
Q3 | $2.51M | Sell |
19,616
-302
| -2% | -$35.2K | 0.02% | 779 |
|
|
2024
Q2 | $2.08M | Sell |
19,918
-2,125
| -10% | -$208K | 0.01% | 821 |
|
|
2024
Q1 | $2.06M | Sell |
22,043
-2,661
| -11% | -$241K | 0.01% | 792 |
|
|
2023
Q4 | $2.23M | Sell |
24,704
-463
| -2% | -$40.2K | 0.02% | 723 |
|
|
2023
Q3 | $2.06M | Buy |
25,167
+127
| +0.5% | +$10.4K | 0.02% | 698 |
|
|
2023
Q2 | $2.04M | Sell |
25,040
-691
| -3% | -$53.2K | 0.02% | 715 |
|
|
2023
Q1 | $1.84M | Sell |
25,731
-1,443
| -5% | -$105K | 0.02% | 717 |
|
|
2022
Q4 | $1.01M | Sell |
27,174
-693
| -2% | -$44.6K | 0.05% | 360 |
|
|
2022
Q3 | $1.79M | Sell |
27,867
-8,567
| -24% | -$670K | 0.02% | 665 |
|
|
2022
Q2 | $3M | Sell |
36,434
-1,944
| -5% | -$173K | 0.03% | 589 |
|
|
2022
Q1 | $3.69M | Buy |
38,378
+1,305
| +4% | +$113K | 0.03% | 555 |
|
|
2021
Q4 | $3.18M | Sell |
37,073
-19,125
| -34% | -$1.59M | 0.02% | 627 |
|
|
2021
Q3 | $4.63M | Buy |
56,198
+25,618
| +84% | +$2.2M | 0.03% | 550 |
|
|
2021
Q2 | $2.54M | Buy |
30,580
+2,987
| +11% | +$229K | 0.02% | 670 |
|
|
2021
Q1 | $1.98M | Sell |
27,593
-4,907
| -15% | -$330K | 0.02% | 723 |
|
|
2020
Q4 | $2.1M | Sell |
32,500
-840
| -3% | -$51K | 0.02% | 646 |
|
|
2020
Q3 | $1.8M | Sell |
33,340
-1,056
| -3% | -$58K | 0.02% | 591 |
|
|
2020
Q2 | $1.78M | Sell |
34,396
-600
| -2% | -$29.5K | 0.02% | 572 |
|
|
2020
Q1 | $1.6M | Sell |
34,996
-11,632
| -25% | -$858K | 0.03% | 501 |
|
|
2019
Q4 | $3.81M | Sell |
46,628
-2,396
| -5% | -$205K | 0.06% | 330 |
|
|
2019
Q3 | $4.44M | Buy |
49,024
+14,272
| +41% | +$1.24M | 0.07% | 288 |
|
|
2019
Q2 | $2.83M | Sell |
34,752
-21,898
| -39% | -$1.72M | 0.05% | 381 |
|
|
2019
Q1 | $4.39M | Buy |
56,650
+319
| +0.6% | +$23.9K | 0.09% | 249 |
|
|
2018
Q4 | $3.91M | Sell |
56,331
-3,375
| -6% | -$230K | 0.09% | 225 |
|
|
2018
Q3 | $3.84M | Buy |
59,706
+23,626
| +65% | +$1.53M | 0.08% | 245 |
|
|
2018
Q2 | $2.25M | Buy |
36,080
+3,141
| +10% | +$175K | 0.04% | 259 |
|
|
2018
Q1 | $1.75M | Buy |
32,939
+12,025
| +57% | +$679K | 0.07% | 283 |
|
|
2017
Q4 | $1.31M | Sell |
20,914
-27,303
| -57% | -$1.83M | 0.06% | 348 |
|
|
2017
Q3 | $3.29M | Buy |
48,217
+23
| +0% | +$1.67K | 0.08% | 252 |
|
|
2017
Q2 | $3.5M | Buy |
48,194
+1,645
| +4% | +$120K | 0.09% | 219 |
|
|
2017
Q1 | $3.32M | Buy |
46,549
+1,034
| +2% | +$69.8K | 0.09% | 231 |
|
|
2016
Q4 | $3.02M | Sell |
45,515
-16,868
| -27% | -$1.12M | 0.1% | 217 |
|
|
2016
Q3 | $4.49M | Sell |
62,383
-2,337
| -4% | -$179K | 0.18% | 127 |
|
|
2016
Q2 | $4.94M | Buy |
64,720
+9,359
| +17% | +$665K | 0.2% | 116 |
|
|
2016
Q1 | $3.84M | Buy |
55,361
+10,206
| +23% | +$658K | 0.19% | 122 |
|
|
2015
Q4 | $3.07M | Buy |
+45,155
| New | +$2.95M | 0.15% | 152 |
|
|
2015
Q3 | – | Sell |
-40,128
| Closed | -$2.63M | – | 1130 |
|
|
2015
Q2 | $2.63M | Buy |
40,128
+1,333
| +3% | +$95.6K | 0.13% | 165 |
|
|
2015
Q1 | $3M | Buy |
38,795
+2,844
| +8% | +$224K | 0.17% | 128 |
|
|
2014
Q4 | $2.72M | Buy |
35,951
+1,368
| +4% | +$97.7K | 0.18% | 131 |
|
|
2014
Q3 | $2.16M | Buy |
34,583
+3,116
| +10% | +$201K | 0.15% | 154 |
|
|
2014
Q2 | $1.97M | Buy |
31,467
+11,312
| +56% | +$712K | 0.17% | 131 |
|
|
2014
Q1 | $1.2M | Sell |
20,155
-509
| -2% | -$29.1K | 0.13% | 190 |
|
|
2013
Q4 | $1.11M | Buy |
+20,664
| New | +$1.23M | 0.12% | 200 |
|
Other funds holding WELL
VCM
VPM
Private Advisor Group's WELL Position: Q1 2026 in Review
Private Advisor Group reduced its Welltower (WELL) stake by 0.29% in Q1 2026, selling an estimated $13.4K and leaving 23,353 shares worth $4.62M. The position accounts for 0.02% of the portfolio, ranked #674.
Private Advisor Group first reported a position in WELL in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.94M in Q2 2016. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Private Advisor Group held 23,353 shares of Welltower worth $4.62M as of Q1 2026.
- Private Advisor Group sold 68 Welltower shares in Q1 2026, an estimated $13.4K.
- Welltower made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #674 holding.
- Private Advisor Group first reported a position in Welltower in Q4 2013 and has held it in 49 quarters since.
- Private Advisor Group's Welltower position peaked at $4.94M in Q2 2016.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.