River Street 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
$928K Buy
4,087
+14
+0.3% +$2.96K 0.27% 79
2026
Q1
$805K Buy
4,073
+230
+6% +$45.5K 0.27% 82
2025
Q4
$713K Buy
3,843
+103
+3% +$19.2K 0.27% 85
2025
Q3
$666K Buy
3,740
+46
+1% +$7.56K 0.26% 89
2025
Q2
$568K Buy
3,694
+190
+5% +$28.4K 0.24% 96
2025
Q1
$537K Buy
3,504
+139
+4% +$19.8K 0.27% 90
2024
Q4
$424K Buy
3,365
+344
+11% +$45.2K 0.22% 99
2024
Q3
$387K Sell
3,021
-23
-0.8% -$2.68K 0.21% 110
2024
Q2
$317K Buy
3,044
+263
+9% +$25.8K 0.2% 115
2024
Q1
$260K Buy
2,781
+81
+3% +$7.33K 0.18% 118
2023
Q4
$243K Buy
2,700
+178
+7% +$15.4K 0.19% 110
2023
Q3
$207K Buy
+2,522
New +$207K 0.19% 106

Other funds holding WELL

River Street Advisors's WELL Position: Q2 2026 in Review

River Street Advisors increased its Welltower (WELL) stake by 0.34% in Q2 2026, buying an estimated $2.96K and bringing the position to 4,087 shares worth $928K. The position accounts for 0.27% of the portfolio, ranked #79.

River Street Advisors first reported a position in WELL in Q3 2023 and has held it in 12 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • River Street Advisors held 4,087 shares of Welltower worth $928K as of Q2 2026.
  • River Street Advisors bought 14 Welltower shares in Q2 2026, an estimated $2.96K.
  • Welltower made up 0.27% of River Street Advisors's portfolio in Q2 2026, its #79 holding.
  • River Street Advisors first reported a position in Welltower in Q3 2023 and has held it in 12 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.