Steward Partners Investment Advisory’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.42M | Buy |
41,482
+18,922
| +84% | +$4M | 0.05% | 359 |
|
|
2026
Q1 | $4.46M | Buy |
22,560
+9,173
| +69% | +$1.81M | 0.02% | 552 |
|
|
2025
Q4 | $2.48M | Buy |
13,387
+841
| +7% | +$157K | 0.01% | 703 |
|
|
2025
Q3 | $2.23M | Sell |
12,546
-1,348
| -10% | -$222K | 0.01% | 737 |
|
|
2025
Q2 | $2.14M | Buy |
13,894
+1,150
| +9% | +$172K | 0.02% | 698 |
|
|
2025
Q1 | $1.95M | Buy |
12,744
+176
| +1% | +$25.1K | 0.02% | 663 |
|
|
2024
Q4 | $1.58M | Sell |
12,568
-529
| -4% | -$69.4K | 0.01% | 711 |
|
|
2024
Q3 | $1.68M | Buy |
13,097
+1,542
| +13% | +$180K | 0.02% | 682 |
|
|
2024
Q2 | $1.2M | Buy |
11,555
+974
| +9% | +$95.5K | 0.01% | 755 |
|
|
2024
Q1 | $989K | Sell |
10,581
-130
| -1% | -$11.8K | 0.01% | 797 |
|
|
2023
Q4 | $966K | Sell |
10,711
-383
| -3% | -$33.2K | 0.01% | 741 |
|
|
2023
Q3 | $909K | Sell |
11,094
-170
| -2% | -$14K | 0.01% | 708 |
|
|
2023
Q2 | $911K | Sell |
11,264
-5,043
| -31% | -$389K | 0.01% | 717 |
|
|
2023
Q1 | $1.17M | Buy |
16,307
+367
| +2% | +$26.6K | 0.02% | 645 |
|
|
2022
Q4 | $1.04M | Buy |
15,940
+205
| +1% | +$13.2K | 0.02% | 650 |
|
|
2022
Q3 | $1.01M | Buy |
15,735
+4,911
| +45% | +$384K | 0.02% | 622 |
|
|
2022
Q2 | $891K | Sell |
10,824
-160
| -1% | -$14.2K | 0.02% | 670 |
|
|
2022
Q1 | $1.06M | Buy |
10,984
+51
| +0.5% | +$4.43K | 0.02% | 668 |
|
|
2021
Q4 | $938K | Sell |
10,933
-223
| -2% | -$18.6K | 0.01% | 718 |
|
|
2021
Q3 | $919K | Buy |
11,156
+1,213
| +12% | +$104K | 0.02% | 690 |
|
|
2021
Q2 | $826K | Sell |
9,943
-1,730
| -15% | -$132K | 0.01% | 749 |
|
|
2021
Q1 | $836K | Buy |
11,673
+2,829
| +32% | +$190K | 0.01% | 711 |
|
|
2020
Q4 | $571K | Sell |
8,844
-1,084
| -11% | -$65.8K | 0.01% | 718 |
|
|
2020
Q3 | $547K | Sell |
9,928
-1,552
| -14% | -$85.2K | 0.01% | 641 |
|
|
2020
Q2 | $594K | Sell |
11,480
-4,786
| -29% | -$235K | 0.02% | 578 |
|
|
2020
Q1 | $744K | Sell |
16,266
-2,975
| -15% | -$220K | 0.03% | 465 |
|
|
2019
Q4 | $1.57M | Buy |
19,241
+718
| +4% | +$61.5K | 0.05% | 343 |
|
|
2019
Q3 | $1.68M | Buy |
18,523
+1,489
| +9% | +$130K | 0.06% | 302 |
|
|
2019
Q2 | $1.39M | Buy |
17,034
+79
| +0.5% | +$6.21K | 0.05% | 320 |
|
|
2019
Q1 | $1.31M | Sell |
16,955
-824
| -5% | -$61.8K | 0.06% | 312 |
|
|
2018
Q4 | $1.23M | Sell |
17,779
-2,580
| -13% | -$176K | 0.06% | 297 |
|
|
2018
Q3 | $1.31M | Buy |
20,359
+454
| +2% | +$29.3K | 0.06% | 288 |
|
|
2018
Q2 | $1.25M | Buy |
19,905
+6,399
| +47% | +$357K | 0.07% | 259 |
|
|
2018
Q1 | $735K | Buy |
+13,506
| New | +$763K | 0.05% | 328 |
|
Other funds holding WELL
Steward Partners Investment Advisory's WELL Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Welltower (WELL) stake by 84% in Q2 2026, buying an estimated $4M and bringing the position to 41,482 shares worth $9.42M. The position accounts for 0.05% of the portfolio, ranked #359.
Steward Partners Investment Advisory first reported a position in WELL in Q1 2018 and has held it in 34 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Steward Partners Investment Advisory held 41,482 shares of Welltower worth $9.42M as of Q2 2026.
- Steward Partners Investment Advisory bought 18,922 Welltower shares in Q2 2026, an estimated $4M.
- Welltower made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #359 holding.
- Steward Partners Investment Advisory first reported a position in Welltower in Q1 2018 and has held it in 34 quarters since.
- 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.