SA
WELL icon

Scarborough Advisors’s Welltower WELL Stock Holding History

Scarborough 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 		– Sell
-148
Closed -$29.3K – 698
2026
Q1 		$29.3K Hold
148
– – ﹤0.01% 293
2025
Q4 		$27.4K Sell
148
-27
-15% -$5.04K ﹤0.01% 177
2025
Q3 		$31.1K Sell
175
-92
-34% -$15.1K 0.01% 163
2025
Q2 		$41K Buy
+267
New +$39.9K 0.01% 148
2024
Q3 		– Sell
-399
Closed -$41.6K – 449
2024
Q2 		$41.6K Buy
399
+8
+2% +$784 0.02% 109
2024
Q1 		$36.6K Buy
391
+2
+0.5% +$181 0.02% 118
2023
Q4 		$35.1K Buy
+389
New +$33.8K 0.01% 208

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

Scarborough Advisors's WELL Position: Q2 2026 in Review

Scarborough Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 148 shares — an estimated $29.3K sold.

Scarborough Advisors first reported a position in WELL in Q4 2023 and held it in 7 quarters. The position peaked at $41.6K in Q2 2024. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Scarborough Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 148 Welltower shares in Q2 2026, an estimated $29.3K.
  • Scarborough Advisors first reported a position in Welltower in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Welltower position peaked at $41.6K in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.