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Savvy Advisors Inc’s Welltower WELL Stock Holding History

Savvy Advisors Inc’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 		$3.01M Buy
13,261
+1,642
+14% +$347K 0.06% 240
2026
Q1 		$2.3M Buy
11,619
+2,942
+34% +$581K 0.06% 245
2025
Q4 		$1.61M Buy
8,677
+566
+7% +$106K 0.05% 270
2025
Q3 		$1.44M Buy
8,111
+4,265
+111% +$701K 0.07% 206
2025
Q2 		$591K Buy
3,846
+718
+23% +$107K 0.04% 323
2025
Q1 		$479K Buy
3,128
+332
+12% +$47.3K 0.05% 297
2024
Q4 		$352K Buy
+2,796
New +$367K 0.04% 303

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

Savvy Advisors Inc's WELL Position: Q2 2026 in Review

Savvy Advisors Inc increased its Welltower (WELL) stake by 14% in Q2 2026, buying an estimated $347K and bringing the position to 13,261 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #240.

Savvy Advisors Inc first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Savvy Advisors Inc held 13,261 shares of Welltower worth $3.01M as of Q2 2026.
  • Savvy Advisors Inc bought 1,642 Welltower shares in Q2 2026, an estimated $347K.
  • Welltower made up 0.06% of Savvy Advisors Inc's portfolio in Q2 2026, its #240 holding.
  • Savvy Advisors Inc first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.