Stelac Advisory Services’s Welltower WELL Stock Holding History

Stelac Advisory Services’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	$149K	Buy	657 +140	+27%	+$29.6K	0.03%	147
2026 Q1	$102K	Buy	+517	New	+$102K	0.02%	160
2021 Q4	–	Sell	-3,747	Closed	-$309K	–	231
2021 Q3	$309K	Sell	3,747 -4,777	-56%	-$411K	0.08%	162
2021 Q2	$708K	Sell	8,524 -67	-0.8%	-$5.13K	0.16%	103
2021 Q1	$615K	Buy	8,591 +217	+3%	+$14.6K	0.23%	89
2020 Q4	$541K	Buy	8,374 +241	+3%	+$14.6K	0.14%	105
2020 Q3	$448K	Buy	8,133 +4,205	+107%	+$231K	0.15%	91
2020 Q2	$203K	Buy	+3,928	New	+$193K	0.08%	108

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

Stelac Advisory Services's WELL Position: Q2 2026 in Review

Stelac Advisory Services increased its Welltower (WELL) stake by 27% in Q2 2026, buying an estimated $29.6K and bringing the position to 657 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #147.

Stelac Advisory Services first reported a position in WELL in Q2 2020 and has held it in 8 quarters since. The position peaked at $708K in Q2 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Stelac Advisory Services held 657 shares of Welltower worth $149K as of Q2 2026.
Stelac Advisory Services bought 140 Welltower shares in Q2 2026, an estimated $29.6K.
Welltower made up 0.03% of Stelac Advisory Services's portfolio in Q2 2026, its #147 holding.
Stelac Advisory Services first reported a position in Welltower in Q2 2020 and has held it in 8 quarters since.
Stelac Advisory Services's Welltower position peaked at $708K in Q2 2021.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.