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Sterling Investment Advisors (Pennsylvania)’s Welltower WELL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$261K Hold
1,150
– – 0.04% 197
2026
Q1 		$227K Sell
1,150
-50
-4% -$9.88K 0.04% 194
2025
Q4 		$223K Hold
1,200
– – 0.04% 194
2025
Q3 		$214K Buy
+1,200
New +$197K 0.04% 185
2022
Q3 		– Sell
-2,175
Closed -$179K – 525
2022
Q2 		$179K Hold
2,175
– – 0.06% 139
2022
Q1 		$209K Hold
2,175
– – 0.06% 141
2021
Q4 		$187K Hold
2,175
– – 0.05% 150
2021
Q3 		$179K Sell
2,175
-500
-19% -$43K 0.05% 151
2021
Q2 		$222K Hold
2,675
– – 0.06% 146
2021
Q1 		$192K Sell
2,675
-350
-12% -$23.5K 0.06% 140
2020
Q4 		$195K Hold
3,025
– – 0.07% 133
2020
Q3 		$167K Sell
3,025
-1,950
-39% -$107K 0.06% 130
2020
Q2 		$257K Sell
4,975
-700
-12% -$34.4K 0.11% 112
2020
Q1 		$259K Hold
5,675
– – 0.14% 99
2019
Q4 		$464K Sell
5,675
-2,200
-28% -$188K 0.21% 82
2019
Q3 		$714K Hold
7,875
– – 0.36% 72
2019
Q2 		$642K Sell
7,875
-650
-8% -$51.1K 0.33% 78
2019
Q1 		$662K Hold
8,525
– – 0.34% 76
2018
Q4 		$591K Sell
8,525
-810
-9% -$55.1K 0.35% 74
2018
Q3 		$600K Sell
9,335
-40
-0.4% -$2.58K 0.32% 75
2018
Q2 		$587K Sell
9,375
-3,621
-28% -$202K 0.35% 74
2018
Q1 		$707K Sell
12,996
-3,500
-21% -$198K 0.43% 64
2017
Q4 		$1.05M Sell
16,496
-700
-4% -$47K 0.65% 48
2017
Q3 		$1.21M Hold
17,196
– – 0.8% 45
2017
Q2 		$1.29M Buy
17,196
+700
+4% +$51.2K 0.86% 40
2017
Q1 		$1.17M Buy
16,496
+450
+3% +$30.4K 0.84% 40
2016
Q4 		$1.07M Buy
+16,046
New +$1.06M 0.86% 41

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WELL Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Welltower (WELL) position steady in Q2 2026 at 1,150 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #197.

Sterling Investment Advisors (Pennsylvania) first reported a position in WELL in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.29M in Q2 2017. 522 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 1,150 shares of Welltower worth $261K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #197 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Welltower in Q4 2016 and has held it in 27 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Welltower position peaked at $1.29M in Q2 2017.
  • 522 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.