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SOA Wealth Advisors’s Welltower WELL Stock Holding History

SOA Wealth 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 		$4.52K Sell
4,517
-5,859
-56% -$1.24M ﹤0.01% 712
2026
Q1 		$10.4K Hold
10,376
– – ﹤0.01% 587
2025
Q4 		$10.4K Hold
10,376
– – ﹤0.01% 590
2025
Q3 		$10.4K Hold
10,376
– – ﹤0.01% 605
2025
Q2 		$10.4K Buy
10,376
+983
+10% +$147K ﹤0.01% 595
2025
Q1 		$9.39K Buy
+9,393
New +$1.34M ﹤0.01% 566

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

SOA Wealth Advisors's WELL Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Welltower (WELL) stake by 56% in Q2 2026, selling an estimated $1.24M and leaving 4,517 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

SOA Wealth Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • SOA Wealth Advisors held 4,517 shares of Welltower worth $4.52K as of Q2 2026.
  • SOA Wealth Advisors sold 5,859 Welltower shares in Q2 2026, an estimated $1.24M.
  • Welltower made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #712 holding.
  • SOA Wealth Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • SOA Wealth Advisors's Welltower position peaked at $10.4K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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