Stratos Wealth Partners’s Welltower WELL Stock Holding History

Stratos Wealth Partners’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	$1.24M	Buy	6,292 +89	+1%	+$17.6K	0.01%	720
2025 Q4	$1.15M	Buy	6,203 +829	+15%	+$155K	0.01%	719
2025 Q3	$957K	Sell	5,374 -11,006	-67%	-$1.81M	0.01%	769
2025 Q2	$2.52M	Buy	16,380 +8,754	+115%	+$1.31M	0.03%	437
2025 Q1	$1.17M	Sell	7,626 -6,198	-45%	-$883K	0.02%	603
2024 Q4	$1.74M	Buy	13,824 +8,046	+139%	+$1.06M	0.02%	516
2024 Q3	$740K	Sell	5,778 -15,425	-73%	-$1.8M	0.01%	789
2024 Q2	$2.21M	Buy	21,203 +16,156	+320%	+$1.58M	0.04%	424
2024 Q1	$472K	Buy	5,047 +19	+0.4%	+$1.72K	0.01%	920
2023 Q4	$453K	Sell	5,028 -728	-13%	-$63.2K	0.01%	908
2023 Q3	$472K	Buy	5,756 +2,084	+57%	+$171K	0.01%	840
2023 Q2	$297K	Sell	3,672 -152	-4%	-$11.7K	0.01%	963
2023 Q1	$274K	Sell	3,824 -341	-8%	-$24.7K	0.01%	906
2022 Q4	$273K	Sell	4,165 -62	-1%	-$3.99K	0.01%	926
2022 Q3	$272K	Sell	4,227 -334	-7%	-$26.1K	0.01%	905
2022 Q2	$376K	Sell	4,561 -54	-1%	-$4.8K	0.01%	836
2022 Q1	$444K	Sell	4,615 -195	-4%	-$16.9K	0.01%	854
2021 Q4	$413K	Buy	4,810 +322	+7%	+$26.8K	0.01%	880
2021 Q3	$370K	Buy	4,488 +861	+24%	+$74K	0.01%	873
2021 Q2	$301K	Sell	3,627 -362	-9%	-$27.7K	0.01%	966
2021 Q1	$286K	Sell	3,989 -7	-0.2%	-$470	0.01%	902
2020 Q4	$258K	Sell	3,996 -813	-17%	-$49.3K	0.01%	906
2020 Q3	$265K	Sell	4,809 -2,773	-37%	-$152K	0.01%	829
2020 Q2	$392K	Sell	7,582 -2,017	-21%	-$99.1K	0.01%	684
2020 Q1	$439K	Sell	9,599 -209	-2%	-$15.4K	0.02%	565
2019 Q4	$802K	Sell	9,808 -669	-6%	-$57.3K	0.03%	456
2019 Q3	$950K	Sell	10,477 -1,489	-12%	-$130K	0.04%	379
2019 Q2	$976K	Sell	11,966 -2,788	-19%	-$219K	0.04%	371
2019 Q1	$1.15M	Sell	14,754 -369	-2%	-$27.7K	0.05%	331
2018 Q4	$1.05M	Sell	15,123 -8,574	-36%	-$583K	0.05%	317
2018 Q3	$1.52M	Sell	23,697 -2,470	-9%	-$160K	0.07%	263
2018 Q2	$1.64M	Sell	26,167 -4,596	-15%	-$256K	0.07%	264
2018 Q1	$1.67M	Sell	30,763 -32,297	-51%	-$1.82M	0.07%	262
2017 Q4	$4.02M	Sell	63,060 -781	-1%	-$52.4K	0.18%	119
2017 Q3	$4.49M	Sell	63,841 -2,962	-4%	-$215K	0.21%	104
2017 Q2	$5M	Buy	66,803 +2,571	+4%	+$188K	0.26%	88
2017 Q1	$4.55M	Buy	64,232 +2,077	+3%	+$140K	0.26%	84
2016 Q4	$4.16M	Buy	62,155 +2,365	+4%	+$157K	0.26%	88
2016 Q3	$4.47M	Buy	59,790 +2,306	+4%	+$177K	0.3%	68
2016 Q2	$4.38M	Sell	57,484 -32,534	-36%	-$2.31M	0.32%	65
2016 Q1	$6.24M	Buy	90,018 +16,567	+23%	+$1.07M	0.54%	37
2015 Q4	$5M	Buy	+73,451	New	+$4.79M	0.42%	46
2015 Q3	–	Sell	-56,618	Closed	-$3.72M	–	616
2015 Q2	$3.72M	Sell	56,618 -1,269	-2%	-$91K	0.48%	38
2015 Q1	$4.47M	Buy	57,887 +851	+1%	+$67K	0.53%	34
2014 Q4	$4.32M	Buy	57,036 +3,587	+7%	+$256K	0.78%	22
2014 Q3	$3.33M	Buy	53,449 +14,229	+36%	+$918K	0.78%	25
2014 Q2	$2.46M	Buy	+39,220	New	+$2.47M	0.82%	31

Other funds holding WELL

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Stratos Wealth Partners's WELL Position: Q1 2026 in Review

Stratos Wealth Partners increased its Welltower (WELL) stake by 1.4% in Q1 2026, buying an estimated $17.6K and bringing the position to 6,292 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #720.

Stratos Wealth Partners first reported a position in WELL in Q2 2014 and has held it in 47 quarters since. The position peaked at $6.24M in Q1 2016. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Stratos Wealth Partners held 6,292 shares of Welltower worth $1.24M as of Q1 2026.
Stratos Wealth Partners bought 89 Welltower shares in Q1 2026, an estimated $17.6K.
Welltower made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #720 holding.
Stratos Wealth Partners first reported a position in Welltower in Q2 2014 and has held it in 47 quarters since.
Stratos Wealth Partners's Welltower position peaked at $6.24M in Q1 2016.
1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.