Strategic Investment Advisors’s Welltower WELL Stock Holding History

Strategic Investment 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 Q1	$454K	Sell	2,292 -409	-15%	-$80.8K	0.03%	230
2025 Q4	$501K	Sell	2,701 -255	-9%	-$47.6K	0.04%	165
2025 Q3	$527K	Sell	2,956 -155	-5%	-$25.5K	0.05%	164
2025 Q2	$478K	Buy	3,111 +279	+10%	+$41.7K	0.05%	165
2025 Q1	$434K	Buy	+2,832	New	+$404K	0.05%	179
2020 Q1	–	Sell	-3,679	Closed	-$301K	–	165
2019 Q4	$301K	Buy	3,679 +102	+3%	+$8.73K	0.12%	131
2019 Q3	$324K	Buy	3,577 +255	+8%	+$22.2K	0.16%	105
2019 Q2	$271K	Buy	3,322 +73	+2%	+$5.74K	0.15%	109
2019 Q1	$252K	Buy	3,249 +168	+5%	+$12.6K	0.17%	104
2018 Q4	$214K	Buy	+3,081	New	+$210K	0.19%	104

Other funds holding WELL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Investment Advisors's WELL Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Welltower (WELL) stake by 15% in Q1 2026, selling an estimated $80.8K and leaving 2,292 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #230.

Strategic Investment Advisors first reported a position in WELL in Q4 2018 and has held it in 10 quarters since. The position peaked at $527K in Q3 2025. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Strategic Investment Advisors held 2,292 shares of Welltower worth $454K as of Q1 2026.
Strategic Investment Advisors sold 409 Welltower shares in Q1 2026, an estimated $80.8K.
Welltower made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #230 holding.
Strategic Investment Advisors first reported a position in Welltower in Q4 2018 and has held it in 10 quarters since.
Strategic Investment Advisors's Welltower position peaked at $527K in Q3 2025.
1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.