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Sanctuary Advisors’s Welltower WELL Stock Holding History

Sanctuary 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 		$44.7M Buy
196,946
+13,526
+7% +$2.86M 0.21% 98
2026
Q1 		$36.3M Sell
183,420
-9,046
-5% -$1.79M 0.2% 109
2025
Q4 		$35.7M Buy
192,466
+529
+0.3% +$98.8K 0.2% 101
2025
Q3 		$34.2M Buy
191,937
+6,608
+4% +$1.09M 0.2% 104
2025
Q2 		$28.5M Buy
185,329
+16,689
+10% +$2.49M 0.18% 123
2025
Q1 		$25.8M Buy
168,640
+9,480
+6% +$1.35M 0.18% 122
2024
Q4 		$21.8M Buy
159,160
+5,574
+4% +$732K 0.14% 156
2024
Q3 		$21.2M Buy
153,586
+69,228
+82% +$8.08M 0.13% 159
2024
Q2 		$7.96M Buy
+84,358
New +$8.27M 0.06% 333

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

Sanctuary Advisors's WELL Position: Q2 2026 in Review

Sanctuary Advisors increased its Welltower (WELL) stake by 7.4% in Q2 2026, buying an estimated $2.86M and bringing the position to 196,946 shares worth $44.7M. The position accounts for 0.21% of the portfolio, ranked #98.

Sanctuary Advisors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sanctuary Advisors held 196,946 shares of Welltower worth $44.7M as of Q2 2026.
  • Sanctuary Advisors bought 13,526 Welltower shares in Q2 2026, an estimated $2.86M.
  • Welltower made up 0.21% of Sanctuary Advisors's portfolio in Q2 2026, its #98 holding.
  • Sanctuary Advisors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.