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RIA Advisory Group’s Welltower WELL Stock Holding History

RIA Advisory Group’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 		$220K Buy
+971
New +$205K 0.05% 140
2025
Q2 		– Sell
-1,329
Closed -$204K – 154
2025
Q1 		$204K Buy
+1,329
New +$189K 0.07% 134

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

RIA Advisory Group's WELL Position: Q2 2026 in Review

RIA Advisory Group opened a new position in Welltower (WELL) in Q2 2026: 971 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #140 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in WELL as recently as Q1 2025.

RIA Advisory Group first reported a position in WELL in Q1 2025 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • RIA Advisory Group held 971 shares of Welltower worth $220K as of Q2 2026.
  • Welltower was a new RIA Advisory Group position in Q2 2026.
  • Welltower made up 0.05% of RIA Advisory Group's portfolio in Q2 2026, its #140 holding.
  • RIA Advisory Group first reported a position in Welltower in Q1 2025 and has held it in 2 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.