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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SOA Wealth Advisors's WELL Position: Q1 2026 in Review

SOA Wealth Advisors held its Welltower (WELL) position steady in Q1 2026 at 10,376 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

SOA Wealth Advisors first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • SOA Wealth Advisors held 10,376 shares of Welltower worth $10.4K as of Q1 2026.
  • SOA Wealth Advisors left its Welltower share count unchanged in Q1 2026.
  • Welltower made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #587 holding.
  • SOA Wealth Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.