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Sound Income Strategies’s Welltower WELL Stock Holding History

Sound Income Strategies’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 		– Sell
-137
Closed -$27.3K – 2379
2026
Q1 		$27.3K Buy
137
+76
+125% +$15K ﹤0.01% 1058
2025
Q4 		$11.7K Sell
61
-145
-70% -$27.1K ﹤0.01% 1380
2025
Q3 		$34.5K Buy
206
+21
+11% +$3.45K ﹤0.01% 661
2025
Q2 		$28.4K Sell
185
-73
-28% -$10.9K ﹤0.01% 669
2025
Q1 		$39.5K Buy
258
+3
+1% +$427 ﹤0.01% 560
2024
Q4 		$32.1K Buy
255
+64
+34% +$8.4K ﹤0.01% 571
2024
Q3 		$24.5K Buy
191
+15
+9% +$1.75K ﹤0.01% 599
2024
Q2 		$18.4K Sell
176
-333
-65% -$32.6K ﹤0.01% 645
2024
Q1 		$47.6K Buy
509
+334
+191% +$30.2K ﹤0.01% 419
2023
Q4 		$15.8K Hold
175
– – ﹤0.01% 635
2023
Q3 		$14.3K Hold
175
– – ﹤0.01% 505
2023
Q2 		$14.2K Hold
175
– – ﹤0.01% 496
2023
Q1 		$12.5K Hold
175
– – ﹤0.01% 507
2022
Q4 		$11.5K Buy
+175
New +$11.3K ﹤0.01% 490
2021
Q2 		– Sell
-675
Closed -$48.4K – 1055
2021
Q1 		$48.4K Sell
675
-35
-5% -$2.35K 0.01% 220
2020
Q4 		$46K Hold
710
– – 0.01% 216
2020
Q3 		$39K Buy
710
+31
+5% +$1.7K 0.01% 203
2020
Q2 		$35K Sell
679
-126
-16% -$6.19K 0.01% 197
2020
Q1 		$37K Buy
805
+300
+59% +$22.1K 0.01% 161
2019
Q4 		$41K Hold
505
– – 0.01% 149
2019
Q3 		$46K Hold
505
– – 0.01% 127
2019
Q2 		$41K Hold
505
– – 0.01% 143
2019
Q1 		$39K Hold
505
– – 0.02% 152
2018
Q4 		$35K Hold
505
– – 0.02% 168
2018
Q3 		$32K Hold
505
– – 0.02% 183
2018
Q2 		$32K Sell
505
-24
-5% -$1.34K 0.02% 161
2018
Q1 		$29K Hold
529
– – 0.02% 164
2017
Q4 		$29K Buy
+529
New +$35.5K 0.02% 121

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sound Income Strategies's WELL Position: Q2 2026 in Review

Sound Income Strategies sold out of Welltower (WELL) in Q2 2026, closing a stake of 137 shares — an estimated $27.3K sold.

Sound Income Strategies first reported a position in WELL in Q4 2017 and held it in 28 quarters. The position peaked at $48.4K in Q1 2021. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sound Income Strategies reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 137 Welltower shares in Q2 2026, an estimated $27.3K.
  • Sound Income Strategies first reported a position in Welltower in Q4 2017 and held it in 28 quarters.
  • Sound Income Strategies's Welltower position peaked at $48.4K in Q1 2021.
  • 1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.