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Sage Mountain Advisors’s Welltower WELL Stock Holding History

Sage Mountain 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
Q1 		– Sell
-4,733
Closed -$878K – 563
2025
Q4 		$878K Buy
4,733
+618
+15% +$115K 0.05% 184
2025
Q3 		$733K Sell
4,115
-378
-8% -$62.1K 0.04% 206
2025
Q2 		$691K Buy
4,493
+56
+1% +$8.37K 0.04% 191
2025
Q1 		$680K Buy
4,437
+551
+14% +$78.5K 0.05% 171
2024
Q4 		$490K Buy
3,886
+122
+3% +$16K 0.04% 214
2024
Q3 		$482K Sell
3,764
-109
-3% -$12.7K 0.04% 205
2024
Q2 		$404K Buy
3,873
+1,206
+45% +$118K 0.04% 204
2024
Q1 		$249K Buy
2,667
+125
+5% +$11.3K 0.03% 279
2023
Q4 		$229K Buy
2,542
+45
+2% +$3.9K 0.03% 241
2023
Q3 		$205K Sell
2,497
-161
-6% -$13.2K 0.03% 249
2023
Q2 		$215K Buy
+2,658
New +$205K 0.03% 238

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sage Mountain Advisors's WELL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Welltower (WELL) in Q1 2026, closing a stake of 4,733 shares — an estimated $878K sold.

Sage Mountain Advisors first reported a position in WELL in Q2 2023 and held it in 11 quarters. The position peaked at $878K in Q4 2025. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,733 Welltower shares in Q1 2026, an estimated $878K.
  • Sage Mountain Advisors first reported a position in Welltower in Q2 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's Welltower position peaked at $878K in Q4 2025.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.