Richwood Investment Advisors’s Welltower WELL Stock Holding History

Richwood Investment 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	$1.32M	Sell	5,808 -249	-4%	-$52.6K	0.93%	20
2026 Q1	$1.2M	Hold	6,057	–	–	0.92%	23
2025 Q4	$1.19M	Sell	6,057 -175	-3%	-$32.7K	0.85%	24
2025 Q3	$1.11M	Sell	6,232 -38	-0.6%	-$6.25K	0.87%	25
2025 Q2	$964K	Sell	6,270 -300	-5%	-$44.8K	0.79%	31
2025 Q1	$1.01M	Sell	6,570 -250	-4%	-$35.6K	0.86%	26
2024 Q4	$860K	Hold	6,820	–	–	0.72%	33
2024 Q3	$873K	Sell	6,820 -25	-0.4%	-$2.92K	0.72%	32
2024 Q2	$714K	Sell	6,845 -87	-1%	-$8.53K	0.63%	38
2024 Q1	$648K	Sell	6,932 -288	-4%	-$26.1K	0.58%	48
2023 Q4	$651K	Sell	7,220 -610	-8%	-$52.9K	0.61%	43
2023 Q3	$641K	Sell	7,830 -95	-1%	-$7.81K	0.65%	39
2023 Q2	$641K	Sell	7,925 -667	-8%	-$51.4K	0.63%	41
2023 Q1	$616K	Sell	8,592 -130	-1%	-$9.43K	0.61%	40
2022 Q4	$572K	Sell	8,722 -216	-2%	-$13.9K	0.58%	48
2022 Q3	$575K	Sell	8,938 -600	-6%	-$46.9K	0.63%	44
2022 Q2	$785K	Sell	9,538 -315	-3%	-$28K	0.79%	31
2022 Q1	$947K	Sell	9,853 -90	-0.9%	-$7.82K	0.85%	28
2021 Q4	$853K	Buy	+9,943	New	+$829K	0.75%	32

Other funds holding WELL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Richwood Investment Advisors's WELL Position: Q2 2026 in Review

Richwood Investment Advisors reduced its Welltower (WELL) stake by 4.1% in Q2 2026, selling an estimated $52.6K and leaving 5,808 shares worth $1.32M. The position accounts for 0.93% of the portfolio, ranked #20.

Richwood Investment Advisors first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 618 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Richwood Investment Advisors held 5,808 shares of Welltower worth $1.32M as of Q2 2026.
Richwood Investment Advisors sold 249 Welltower shares in Q2 2026, an estimated $52.6K.
Welltower made up 0.93% of Richwood Investment Advisors's portfolio in Q2 2026, its #20 holding.
Richwood Investment Advisors first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
618 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.