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Provenance Wealth Advisors’s Welltower WELL Stock Holding History

Provenance 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 		$1.82K Buy
+8
New +$1.69K ﹤0.01% 453
2026
Q1 		– Sell
-139
Closed -$25.8K – 439
2025
Q4 		$25.8K Hold
139
– – ﹤0.01% 245
2025
Q3 		$24.8K Hold
139
– – ﹤0.01% 264
2025
Q2 		$21.4K Hold
139
– – ﹤0.01% 259
2025
Q1 		$21.3K Hold
139
– – ﹤0.01% 271
2024
Q4 		$17.5K Hold
139
– – ﹤0.01% 278
2024
Q3 		$17.8K Hold
139
– – ﹤0.01% 298
2024
Q2 		$14.5K Hold
139
– – ﹤0.01% 274
2024
Q1 		$13K Hold
139
– – ﹤0.01% 301
2023
Q4 		$12.5K Buy
+139
New +$12.1K ﹤0.01% 295

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

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

Provenance Wealth Advisors opened a new position in Welltower (WELL) in Q2 2026: 8 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in WELL as recently as Q4 2025.

Provenance Wealth Advisors first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.8K in Q4 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Provenance Wealth Advisors held 8 shares of Welltower worth $1.82K as of Q2 2026.
  • Welltower was a new Provenance Wealth Advisors position in Q2 2026.
  • Welltower made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #453 holding.
  • Provenance Wealth Advisors first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • Provenance Wealth Advisors's Welltower position peaked at $25.8K in Q4 2025.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.