SIA
WELL icon

Soltis Investment Advisors’s Welltower WELL Stock Holding History

Soltis Investment 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 		$536K Buy
2,362
+712
+43% +$151K 0.03% 345
2026
Q1 		$326K Sell
1,650
-51
-3% -$10.1K 0.02% 427
2025
Q4 		$316K Buy
1,701
+143
+9% +$26.7K 0.02% 395
2025
Q3 		$278K Buy
1,558
+172
+12% +$28.3K 0.02% 393
2025
Q2 		$213K Buy
+1,386
New +$207K 0.02% 374

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

Soltis Investment Advisors's WELL Position: Q2 2026 in Review

Soltis Investment Advisors increased its Welltower (WELL) stake by 43% in Q2 2026, buying an estimated $151K and bringing the position to 2,362 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #345.

Soltis Investment Advisors first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Soltis Investment Advisors held 2,362 shares of Welltower worth $536K as of Q2 2026.
  • Soltis Investment Advisors bought 712 Welltower shares in Q2 2026, an estimated $151K.
  • Welltower made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #345 holding.
  • Soltis Investment Advisors first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.