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Prudent Man Advisors’s Welltower WELL Stock Holding History

Prudent Man 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 		$461K Buy
2,030
+82
+4% +$17.3K 0.11% 123
2026
Q1 		$385K Buy
1,948
+71
+4% +$14K 0.12% 119
2025
Q4 		$348K Buy
1,877
+7
+0.4% +$1.31K 0.13% 113
2025
Q3 		$333K Sell
1,870
-2,960
-61% -$487K 0.12% 116
2025
Q2 		$743K Buy
4,830
+56
+1% +$8.37K 0.24% 98
2025
Q1 		$731K Hold
4,774
– – 0.27% 86
2024
Q4 		$602K Buy
4,774
+271
+6% +$35.6K 0.22% 104
2024
Q3 		$577K Hold
4,503
– – 0.19% 119
2024
Q2 		$469K Buy
4,503
+240
+6% +$23.5K 0.17% 119
2024
Q1 		$398K Sell
4,263
-335
-7% -$30.3K 0.15% 124
2023
Q4 		$415K Sell
4,598
-48
-1% -$4.17K 0.15% 127
2023
Q3 		$381K Hold
4,646
– – 0.15% 126
2023
Q2 		$376K Buy
4,646
+29
+0.6% +$2.23K 0.14% 130
2023
Q1 		$331K Hold
4,617
– – 0.13% 136
2022
Q4 		$303K Buy
4,617
+546
+13% +$35.1K 0.12% 143
2022
Q3 		$262K Buy
4,071
+1,637
+67% +$128K 0.12% 133
2022
Q2 		$200K Hold
2,434
– – 0.09% 153
2022
Q1 		$234K Sell
2,434
-23
-0.9% -$2K 0.09% 155
2021
Q4 		$211K Sell
2,457
-583
-19% -$48.6K 0.08% 176
2021
Q3 		$250K Buy
+3,040
New +$261K 0.09% 168

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

Prudent Man Advisors's WELL Position: Q2 2026 in Review

Prudent Man Advisors increased its Welltower (WELL) stake by 4.2% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,030 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #123.

Prudent Man Advisors first reported a position in WELL in Q3 2021 and has held it in 20 quarters since. The position peaked at $743K in Q2 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Prudent Man Advisors held 2,030 shares of Welltower worth $461K as of Q2 2026.
  • Prudent Man Advisors bought 82 Welltower shares in Q2 2026, an estimated $17.3K.
  • Welltower made up 0.11% of Prudent Man Advisors's portfolio in Q2 2026, its #123 holding.
  • Prudent Man Advisors first reported a position in Welltower in Q3 2021 and has held it in 20 quarters since.
  • Prudent Man Advisors's Welltower position peaked at $743K in Q2 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.