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Rainey & Randall Wealth Advisors’s Welltower WELL Stock Holding History

Rainey & Randall 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 		$5.7M Sell
25,107
-1,450
-5% -$307K 0.81% 18
2026
Q1 		$5.25M Sell
26,557
-90
-0.3% -$17.8K 0.85% 19
2025
Q4 		$4.95M Sell
26,647
-931
-3% -$174K 0.81% 19
2025
Q3 		$4.91M Buy
27,578
+13
+0% +$2.14K 0.82% 20
2025
Q2 		$4.24M Buy
27,565
+14
+0.1% +$2.09K 0.78% 18
2025
Q1 		$4.22M Sell
27,551
-595
-2% -$84.8K 0.83% 20
2024
Q4 		$3.55M Sell
28,146
-2,367
-8% -$311K 0.7% 21
2024
Q3 		$3.91M Buy
30,513
+23
+0.1% +$2.68K 0.84% 18
2024
Q2 		$3.18M Buy
30,490
+24
+0.1% +$2.35K 0.75% 19
2024
Q1 		$2.85M Sell
30,466
-29
-0.1% -$2.63K 0.67% 20
2023
Q4 		$2.75M Buy
30,495
+180
+0.6% +$15.6K 0.7% 18
2023
Q3 		$2.48M Sell
30,315
-1,770
-6% -$146K 0.72% 18
2023
Q2 		$2.6M Buy
32,085
+408
+1% +$31.4K 0.77% 17
2023
Q1 		$2.27M Buy
31,677
+388
+1% +$28.1K 0.73% 17
2022
Q4 		$2.05M Sell
31,289
-2,956
-9% -$190K 0.72% 18
2022
Q3 		$2.2M Buy
34,245
+27
+0.1% +$2.11K 0.85% 19
2022
Q2 		$2.82M Sell
34,218
-1,106
-3% -$98.4K 1.11% 17
2022
Q1 		$3.4M Buy
35,324
+23
+0.1% +$2K 1.23% 18
2021
Q4 		$3.03M Sell
35,301
-32
-0.1% -$2.67K 1.24% 16
2021
Q3 		$2.91M Buy
35,333
+24
+0.1% +$2.06K 1.39% 14
2021
Q2 		$2.93M Sell
35,309
-150
-0.4% -$11.5K 1.44% 14
2021
Q1 		$2.54M Buy
35,459
+28
+0.1% +$1.88K 1.37% 14
2020
Q4 		$2.29M Buy
35,431
+674
+2% +$40.9K 1.36% 16
2020
Q3 		$1.91M Buy
+34,757
New +$1.91M 1.32% 15
2019
Q2 		– Sell
-34,202
Closed -$2.65M – 44
2019
Q1 		$2.65M Buy
34,202
+7
+0% +$525 1.86% 13
2018
Q4 		$2.37M Buy
+34,195
New +$2.33M 1.88% 12

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

Rainey & Randall Wealth Advisors's WELL Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors reduced its Welltower (WELL) stake by 5.5% in Q2 2026, selling an estimated $307K and leaving 25,107 shares worth $5.7M. The position accounts for 0.81% of the portfolio, ranked #18.

Rainey & Randall Wealth Advisors first reported a position in WELL in Q4 2018 and has held it in 26 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Rainey & Randall Wealth Advisors held 25,107 shares of Welltower worth $5.7M as of Q2 2026.
  • Rainey & Randall Wealth Advisors sold 1,450 Welltower shares in Q2 2026, an estimated $307K.
  • Welltower made up 0.81% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Rainey & Randall Wealth Advisors first reported a position in Welltower in Q4 2018 and has held it in 26 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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