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Sequoia Financial Advisors’s Welltower WELL Stock Holding History

Sequoia Financial 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 		$4.52M Buy
19,901
+424
+2% +$89.6K 0.02% 369
2026
Q1 		$3.85M Buy
19,477
+475
+2% +$93.9K 0.02% 386
2025
Q4 		$3.53M Buy
19,002
+958
+5% +$179K 0.02% 398
2025
Q3 		$3.21M Buy
18,044
+3,470
+24% +$570K 0.02% 398
2025
Q2 		$2.24M Buy
14,574
+4,391
+43% +$656K 0.02% 441
2025
Q1 		$1.56M Buy
10,183
+1,052
+12% +$150K 0.01% 492
2024
Q4 		$1.15M Buy
9,131
+1,307
+17% +$172K 0.01% 543
2024
Q3 		$1M Buy
7,824
+331
+4% +$38.6K 0.01% 546
2024
Q2 		$781K Sell
7,493
-181
-2% -$17.7K 0.01% 551
2024
Q1 		$717K Sell
7,674
-2,015
-21% -$182K 0.01% 579
2023
Q4 		$874K Buy
9,689
+3,317
+52% +$288K 0.01% 567
2023
Q3 		$522K Buy
6,372
+119
+2% +$9.79K 0.01% 514
2023
Q2 		$506K Buy
6,253
+150
+2% +$11.6K 0.01% 521
2023
Q1 		$437K Sell
6,103
-105
-2% -$7.62K 0.01% 503
2022
Q4 		$407K Buy
6,208
+1,299
+26% +$83.5K 0.01% 489
2022
Q3 		$316K Buy
4,909
+127
+3% +$9.93K 0.01% 376
2022
Q2 		$394K Sell
4,782
-472
-9% -$42K 0.01% 379
2022
Q1 		$505K Buy
5,254
+1,373
+35% +$119K 0.01% 356
2021
Q4 		$333K Buy
+3,881
New +$324K 0.01% 418
2020
Q1 		– Sell
-3,679
Closed -$301K – 415
2019
Q4 		$301K Sell
3,679
-239
-6% -$20.5K 0.02% 300
2019
Q3 		$355K Sell
3,918
-246
-6% -$21.4K 0.03% 254
2019
Q2 		$339K Sell
4,164
-961
-19% -$75.5K 0.03% 266
2019
Q1 		$398K Buy
+5,125
New +$384K 0.03% 223
2014
Q1 		– Sell
-4,939
Closed -$265K – 164
2013
Q4 		$265K Buy
+4,939
New +$294K 0.22% 106

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's WELL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Welltower (WELL) stake by 2.2% in Q2 2026, buying an estimated $89.6K and bringing the position to 19,901 shares worth $4.52M. The position accounts for 0.02% of the portfolio, ranked #369.

Sequoia Financial Advisors first reported a position in WELL in Q4 2013 and has held it in 24 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sequoia Financial Advisors held 19,901 shares of Welltower worth $4.52M as of Q2 2026.
  • Sequoia Financial Advisors bought 424 Welltower shares in Q2 2026, an estimated $89.6K.
  • Welltower made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #369 holding.
  • Sequoia Financial Advisors first reported a position in Welltower in Q4 2013 and has held it in 24 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.