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SageView Advisory Group’s Welltower WELL Stock Holding History

SageView 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 		$217K Buy
+953
New +$201K 0.01% 589
2026
Q1 		– Sell
-940
Closed -$175K – 2420
2025
Q4 		$175K Buy
+940
New +$176K 0.01% 644

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

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

SageView Advisory Group opened a new position in Welltower (WELL) in Q2 2026: 953 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in WELL as recently as Q4 2025.

SageView Advisory Group first reported a position in WELL in Q4 2025 and has held it in 2 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • SageView Advisory Group held 953 shares of Welltower worth $217K as of Q2 2026.
  • Welltower was a new SageView Advisory Group position in Q2 2026.
  • Welltower made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #589 holding.
  • SageView Advisory Group first reported a position in Welltower in Q4 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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.