SVWAG
WELL icon

Sound View Wealth Advisors Group’s Welltower WELL Stock Holding History

Sound View Wealth Advisors Group’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 		$3.68M Buy
16,200
+234
+1% +$49.5K 0.23% 98
2026
Q1 		$3.16M Sell
15,966
-224
-1% -$44.3K 0.21% 100
2025
Q4 		$3M Buy
16,190
+664
+4% +$124K 0.2% 105
2025
Q3 		$2.77M Buy
15,526
+1,308
+9% +$215K 0.19% 111
2025
Q2 		$2.19M Buy
14,218
+10,574
+290% +$1.58M 0.16% 121
2025
Q1 		$558K Buy
3,644
+73
+2% +$10.4K 0.05% 239
2024
Q4 		$450K Buy
3,571
+200
+6% +$26.3K 0.04% 272
2024
Q3 		$432K Buy
3,371
+1,195
+55% +$139K 0.04% 280
2024
Q2 		$227K Sell
2,176
-200
-8% -$19.6K 0.02% 341
2024
Q1 		$222K Hold
2,376
– – 0.02% 346
2023
Q4 		$214K Buy
+2,376
New +$206K 0.02% 362
2023
Q1 		– Sell
-2,376
Closed -$214K – 410
2022
Q4 		$214K Buy
+2,376
New +$153K 0.02% 362
2022
Q3 		– Sell
-2,522
Closed -$208K – 282
2022
Q2 		$208K Hold
2,522
– – 0.04% 269
2022
Q1 		$242K Hold
2,522
– – 0.05% 266
2021
Q4 		$216K Sell
2,522
-260
-9% -$21.7K 0.04% 274
2021
Q3 		$229K Hold
2,782
– – 0.05% 267
2021
Q2 		$231K Sell
2,782
-50
-2% -$3.83K 0.05% 262
2021
Q1 		$203K Buy
+2,832
New +$190K 0.05% 260
2020
Q1 		– Sell
-3,444
Closed -$282K – 240
2019
Q4 		$282K Sell
3,444
-566
-14% -$48.5K 0.08% 198
2019
Q3 		$364K Sell
4,010
-325
-7% -$28.3K 0.11% 166
2019
Q2 		$353K Buy
+4,335
New +$341K 0.1% 170

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

Sound View Wealth Advisors Group's WELL Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Welltower (WELL) stake by 1.5% in Q2 2026, buying an estimated $49.5K and bringing the position to 16,200 shares worth $3.68M. The position accounts for 0.23% of the portfolio, ranked #98.

Sound View Wealth Advisors Group first reported a position in WELL in Q2 2019 and has held it in 21 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sound View Wealth Advisors Group held 16,200 shares of Welltower worth $3.68M as of Q2 2026.
  • Sound View Wealth Advisors Group bought 234 Welltower shares in Q2 2026, an estimated $49.5K.
  • Welltower made up 0.23% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #98 holding.
  • Sound View Wealth Advisors Group first reported a position in Welltower in Q2 2019 and has held it in 21 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.