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Procyon Advisors’s Welltower WELL Stock Holding History

Procyon 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 		$363K Sell
1,600
-72
-4% -$15.2K 0.02% 422
2026
Q1 		$331K Buy
1,672
+180
+12% +$35.6K 0.02% 438
2025
Q4 		$277K Buy
+1,492
New +$279K 0.01% 457
2025
Q2 		– Sell
-1,526
Closed -$234K – 615
2025
Q1 		$234K Buy
+1,526
New +$217K 0.01% 533
2020
Q3 		– Sell
-3
Closed – – 1054
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1207
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1179
2019
Q4 		$0 Buy
+3
New +$257 ﹤0.01% 1082

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

Procyon Advisors's WELL Position: Q2 2026 in Review

Procyon Advisors reduced its Welltower (WELL) stake by 4.3% in Q2 2026, selling an estimated $15.2K and leaving 1,600 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #422.

Procyon Advisors first reported a position in WELL in Q4 2019 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Procyon Advisors held 1,600 shares of Welltower worth $363K as of Q2 2026.
  • Procyon Advisors sold 72 Welltower shares in Q2 2026, an estimated $15.2K.
  • Welltower made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #422 holding.
  • Procyon Advisors first reported a position in Welltower in Q4 2019 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.