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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
Q2 		$529K Buy
2,331
+39
+2% +$8.24K 0.03% 208
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strategic Investment Advisors's WELL Position: Q2 2026 in Review

Strategic Investment Advisors increased its Welltower (WELL) stake by 1.7% in Q2 2026, buying an estimated $8.24K and bringing the position to 2,331 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #208.

Strategic Investment Advisors first reported a position in WELL in Q4 2018 and has held it in 11 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Strategic Investment Advisors held 2,331 shares of Welltower worth $529K as of Q2 2026.
  • Strategic Investment Advisors bought 39 Welltower shares in Q2 2026, an estimated $8.24K.
  • Welltower made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #208 holding.
  • Strategic Investment Advisors first reported a position in Welltower in Q4 2018 and has held it in 11 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.