Spectrum Wealth Advisory Group’s Welltower WELL Stock Holding History

Spectrum Wealth Advisory 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	$1.14K	Buy	+5	New	+$1.06K	﹤0.01%	399

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spectrum Wealth Advisory Group's WELL Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Welltower (WELL) in Q2 2026: 5 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings.

1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Spectrum Wealth Advisory Group held 5 shares of Welltower worth $1.14K as of Q2 2026.
Welltower was a new Spectrum Wealth Advisory Group position in Q2 2026.
Welltower made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #399 holding.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.