Rational Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.94M | Sell |
43,800
-600
| -1% | -$127K | 0.91% | 28 |
|
|
2026
Q1 | $8.52M | Buy |
44,400
+23,400
| +111% | +$4.62M | 0.87% | 30 |
|
|
2025
Q4 | $3.9M | Buy |
+21,000
| New | +$3.92M | 0.4% | 49 |
|
|
2024
Q4 | – | Sell |
-442
| Closed | -$56.6K | – | 180 |
|
|
2024
Q3 | $56.6K | Sell |
442
-56
| -11% | -$6.53K | 0.01% | 108 |
|
|
2024
Q2 | $51.9K | Sell |
498
-26
| -5% | -$2.55K | 0.01% | 140 |
|
|
2024
Q1 | $49K | Hold |
524
| – | – | ﹤0.01% | 180 |
|
|
2023
Q4 | $47.2K | Hold |
524
| – | – | ﹤0.01% | 158 |
|
|
2023
Q3 | $42.9K | Buy |
+524
| New | +$43.1K | ﹤0.01% | 170 |
|
|
2020
Q4 | – | Sell |
-115
| Closed | -$6K | – | 602 |
|
|
2020
Q3 | $6K | Sell |
115
-516
| -82% | -$28.3K | ﹤0.01% | 359 |
|
|
2020
Q2 | $33K | Buy |
+631
| New | +$31K | 0.02% | 223 |
|
|
2020
Q1 | – | Sell |
-235
| Closed | -$19K | – | 520 |
|
|
2019
Q4 | $19K | Sell |
235
-240
| -51% | -$20.5K | 0.01% | 422 |
|
|
2019
Q3 | $43K | Sell |
475
-284
| -37% | -$24.7K | 0.02% | 380 |
|
|
2019
Q2 | $62K | Sell |
759
-36,700
| -98% | -$2.88M | 0.02% | 319 |
|
|
2019
Q1 | $2.91M | Buy |
37,459
+36,581
| +4,166% | +$2.74M | 0.79% | 33 |
|
|
2018
Q4 | $61K | Sell |
878
-1,050
| -54% | -$71.4K | 0.02% | 268 |
|
|
2018
Q3 | $124K | Buy |
1,928
+1,923
| +38,460% | +$124K | 0.03% | 220 |
|
|
2018
Q2 | $0 | Sell |
5
-4,518
| -100% | -$252K | ﹤0.01% | 569 |
|
|
2018
Q1 | $246K | Buy |
4,523
+2,223
| +97% | +$126K | 0.12% | 201 |
|
|
2017
Q4 | $147K | Sell |
2,300
-700
| -23% | -$47K | 0.08% | 209 |
|
|
2017
Q3 | $211K | Buy |
+3,000
| New | +$218K | 0.11% | 208 |
|
|
2017
Q2 | – | Sell |
-9,300
| Closed | -$659K | – | 361 |
|
|
2017
Q1 | $659K | Buy |
+9,300
| New | +$627K | 0.43% | 86 |
|
|
2016
Q4 | – | Sell |
-9,300
| Closed | -$695K | – | 313 |
|
|
2016
Q3 | $695K | Buy |
+9,300
| New | +$712K | 0.46% | 86 |
|
|
2013
Q4 | $1.83M | Sell |
34,200
-800
| -2% | -$47.6K | 0.16% | 210 |
|
|
2013
Q3 | $2.18M | Sell |
35,000
-800
| -2% | -$50.9K | 0.17% | 196 |
|
|
2013
Q2 | $2.4M | Buy |
+35,800
| New | +$2.54M | 0.2% | 170 |
|
Other funds holding WELL
Rational Advisors's WELL Position: Q2 2026 in Review
Rational Advisors reduced its Welltower (WELL) stake by 1.4% in Q2 2026, selling an estimated $127K and leaving 43,800 shares worth $9.94M. The position accounts for 0.91% of the portfolio, ranked #28.
Rational Advisors first reported a position in WELL in Q2 2013 and has held it in 25 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Rational Advisors held 43,800 shares of Welltower worth $9.94M as of Q2 2026.
- Rational Advisors sold 600 Welltower shares in Q2 2026, an estimated $127K.
- Welltower made up 0.91% of Rational Advisors's portfolio in Q2 2026, its #28 holding.
- Rational Advisors first reported a position in Welltower in Q2 2013 and has held it in 25 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.