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Snowden Capital Advisors’s Welltower WELL Stock Holding History

Snowden Capital 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 		$2.46M Sell
10,829
-308
-3% -$65.1K 0.06% 321
2026
Q1 		$2.2M Buy
11,137
+1,067
+11% +$211K 0.06% 316
2025
Q4 		$1.87M Buy
10,070
+611
+6% +$114K 0.05% 348
2025
Q3 		$1.68M Sell
9,459
-318
-3% -$52.3K 0.05% 361
2025
Q2 		$1.5M Buy
9,777
+268
+3% +$40K 0.04% 388
2025
Q1 		$1.46M Sell
9,509
-1,103
-10% -$157K 0.05% 388
2024
Q4 		$1.34M Sell
10,612
-50
-0.5% -$6.56K 0.04% 411
2024
Q3 		$1.37M Sell
10,662
-748
-7% -$87.3K 0.04% 435
2024
Q2 		$1.19M Sell
11,410
-523
-4% -$51.3K 0.04% 459
2024
Q1 		$1.12M Buy
11,933
+1,277
+12% +$116K 0.03% 473
2023
Q4 		$961K Buy
10,656
+786
+8% +$68.2K 0.04% 454
2023
Q3 		$809K Buy
9,870
+213
+2% +$17.5K 0.03% 462
2023
Q2 		$781K Sell
9,657
-1,101
-10% -$84.8K 0.03% 530
2023
Q1 		$771K Buy
10,758
+822
+8% +$59.6K 0.03% 537
2022
Q4 		$651K Buy
9,936
+965
+11% +$62K 0.03% 601
2022
Q3 		$577K Buy
8,971
+793
+10% +$62K 0.03% 593
2022
Q2 		$673K Buy
8,178
+366
+5% +$32.6K 0.03% 525
2022
Q1 		$751K Buy
7,812
+3,558
+84% +$309K 0.03% 513
2021
Q4 		$364K Sell
4,254
-3,922
-48% -$327K 0.02% 522
2021
Q3 		$674K Sell
8,176
-3,889
-32% -$334K 0.03% 458
2021
Q2 		$1M Sell
12,065
-815
-6% -$62.4K 0.05% 374
2021
Q1 		$923K Buy
12,880
+1,079
+9% +$72.5K 0.05% 362
2020
Q4 		$763K Buy
11,801
+387
+3% +$23.5K 0.05% 350
2020
Q3 		$629K Sell
11,414
-873
-7% -$47.9K 0.05% 341
2020
Q2 		$636K Sell
12,287
-9,228
-43% -$454K 0.05% 327
2020
Q1 		$985K Sell
21,515
-3,330
-13% -$246K 0.11% 242
2019
Q4 		$2.03M Sell
24,845
-19,542
-44% -$1.67M 0.18% 168
2019
Q3 		$4.02M Buy
44,387
+146
+0.3% +$12.7K 0.4% 70
2019
Q2 		$3.61M Sell
44,241
-317
-0.7% -$24.9K 0.37% 80
2019
Q1 		$3.46M Buy
44,558
+494
+1% +$37.1K 0.38% 76
2018
Q4 		$3.06M Buy
44,064
+520
+1% +$35.4K 0.4% 68
2018
Q3 		$2.8M Buy
43,544
+2,063
+5% +$133K 0.32% 95
2018
Q2 		$2.6M Buy
41,481
+1,441
+4% +$80.3K 0.34% 84
2018
Q1 		$2.18M Buy
40,040
+2,127
+6% +$120K 0.32% 106
2017
Q4 		$2.42M Buy
37,913
+1,918
+5% +$129K 0.35% 86
2017
Q3 		$2.53M Buy
35,995
+503
+1% +$36.6K 0.41% 69
2017
Q2 		$2.66M Buy
35,492
+3,238
+10% +$237K 0.5% 56
2017
Q1 		$2.28M Buy
32,254
+1,634
+5% +$110K 0.5% 55
2016
Q4 		$2.05M Buy
30,620
+1,692
+6% +$112K 0.52% 56
2016
Q3 		$2.16M Buy
28,928
+2,310
+9% +$177K 0.59% 49
2016
Q2 		$2.03M Buy
26,618
+2,702
+11% +$192K 0.61% 48
2016
Q1 		$1.66M Buy
+23,916
New +$1.54M 0.57% 50

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

Snowden Capital Advisors's WELL Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Welltower (WELL) stake by 2.8% in Q2 2026, selling an estimated $65.1K and leaving 10,829 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #321.

Snowden Capital Advisors first reported a position in WELL in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.02M in Q3 2019. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Snowden Capital Advisors held 10,829 shares of Welltower worth $2.46M as of Q2 2026.
  • Snowden Capital Advisors sold 308 Welltower shares in Q2 2026, an estimated $65.1K.
  • Welltower made up 0.06% of Snowden Capital Advisors's portfolio in Q2 2026, its #321 holding.
  • Snowden Capital Advisors first reported a position in Welltower in Q1 2016 and has held it in 42 quarters since.
  • Snowden Capital Advisors's Welltower position peaked at $4.02M in Q3 2019.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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