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Sovran Advisors’s Welltower WELL Stock Holding History

Sovran 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 		$400K Buy
1,642
+6
+0.4% +$1.27K 0.03% 422
2026
Q1 		$356K Buy
1,636
+232
+17% +$45.8K 0.03% 425
2025
Q4 		$264K Buy
1,404
+78
+6% +$14.6K 0.02% 473
2025
Q3 		$240K Sell
1,326
-71
-5% -$11.7K 0.02% 471
2025
Q2 		$212K Buy
+1,397
New +$209K 0.02% 468

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

Sovran Advisors's WELL Position: Q2 2026 in Review

Sovran Advisors increased its Welltower (WELL) stake by 0.37% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,642 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #422.

Sovran Advisors first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sovran Advisors held 1,642 shares of Welltower worth $400K as of Q2 2026.
  • Sovran Advisors bought 6 Welltower shares in Q2 2026, an estimated $1.27K.
  • Welltower made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #422 holding.
  • Sovran Advisors first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.