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Roehl & Yi Investment Advisors’s Welltower WELL Stock Holding History

Roehl & Yi 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 		$639K Buy
2,816
+89
+3% +$18.8K 0.21% 97
2026
Q1 		$539K Buy
2,727
+56
+2% +$11.1K 0.2% 94
2025
Q4 		$496K Buy
2,671
+978
+58% +$183K 0.2% 99
2025
Q3 		$302K Buy
1,693
+23
+1% +$3.78K 0.13% 126
2025
Q2 		$257K Hold
1,670
– – 0.13% 125
2025
Q1 		$256K Buy
1,670
+75
+5% +$10.7K 0.14% 125
2024
Q4 		$201K Buy
+1,595
New +$209K 0.11% 147

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

Roehl & Yi Investment Advisors's WELL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Welltower (WELL) stake by 3.3% in Q2 2026, buying an estimated $18.8K and bringing the position to 2,816 shares worth $639K. The position accounts for 0.21% of the portfolio, ranked #97.

Roehl & Yi Investment Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Roehl & Yi Investment Advisors held 2,816 shares of Welltower worth $639K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 89 Welltower shares in Q2 2026, an estimated $18.8K.
  • Welltower made up 0.21% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Roehl & Yi Investment Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.