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Transamerica Financial Advisors’s Welltower WELL Stock Holding History

Transamerica Financial 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 		$12.9M Buy
56,980
+31,386
+123% +$6.64M 1.09% 19
2026
Q1 		$5.06M Sell
25,594
-792
-3% -$157K 0.43% 59
2025
Q4 		$4.9M Buy
26,386
+6,259
+31% +$1.17M 0.41% 68
2025
Q3 		$3.59M Sell
20,127
-830
-4% -$136K 0.3% 77
2025
Q2 		$3.22M Buy
+20,957
New +$3.13M 0.3% 79
2024
Q4 		– Sell
-1
Closed -$1K – 592
2024
Q3 		$1K Hold
1
– – ﹤0.01% 573
2024
Q2 		$1K Hold
1
– – ﹤0.01% 548
2024
Q1 		$1K Hold
1
– – ﹤0.01% 595
2023
Q4 		$1K Hold
1
– – ﹤0.01% 612
2023
Q3 		$1K Hold
1
– – ﹤0.01% 631
2023
Q2 		$1K Hold
1
– – ﹤0.01% 603
2023
Q1 		$1K Sell
1
-18
-95% -$1.31K ﹤0.01% 590
2022
Q4 		$2K Buy
19
+18
+1,800% +$1.16K ﹤0.01% 412
2022
Q3 		$1K Hold
1
– – ﹤0.01% 633
2022
Q2 		$1K Buy
+1
New +$89 ﹤0.01% 643
2021
Q2 		– Sell
-21
Closed -$2K – 248
2021
Q1 		$2K Buy
21
+1
+5% +$67 0.05% 113
2020
Q4 		$2K Sell
20
-1
-5% -$61 0.04% 108
2020
Q3 		$2K Buy
21
+20
+2,000% +$1.1K 0.04% 130
2020
Q2 		$1K Sell
1
-14
-93% -$688 ﹤0.01% 494
2020
Q1 		$1K Buy
15
+3
+25% +$221 0.02% 116
2019
Q4 		$1K Sell
12
-1
-8% -$86 0.01% 128
2019
Q3 		$2K Buy
13
+10
+333% +$870 0.03% 80
2019
Q2 		$1K Sell
3
-10
-77% -$786 ﹤0.01% 539
2019
Q1 		$2K Sell
13
-5
-28% -$375 0.01% 69
2018
Q4 		$2K Buy
18
+1
+6% +$68 ﹤0.01% 376
2018
Q3 		$2K Sell
17
-2
-11% -$129 ﹤0.01% 383
2018
Q2 		$2K Sell
19
-5
-21% -$279 ﹤0.01% 334
2018
Q1 		$2K Buy
24
+2
+9% +$113 ﹤0.01% 333
2017
Q4 		$2K Sell
22
-17
-44% -$1.14K ﹤0.01% 322
2017
Q3 		$3K Sell
39
-6
-13% -$436 ﹤0.01% 302
2017
Q2 		$4K Sell
45
-7,919
-99% -$579K ﹤0.01% 271
2017
Q1 		$564K Buy
7,964
+58
+0.7% +$3.91K 0.07% 185
2016
Q4 		$530K Buy
7,906
+391
+5% +$25.9K 0.06% 179
2016
Q3 		$562K Buy
7,515
+770
+11% +$59K 0.06% 197
2016
Q2 		$514K Buy
6,745
+2,053
+44% +$146K 0.05% 192
2016
Q1 		$326K Sell
4,692
-24,290
-84% -$1.57M 0.03% 267
2015
Q4 		$1.97M Buy
28,982
+1,688
+6% +$110K 0.14% 123
2015
Q3 		$1.85M Buy
27,294
+891
+3% +$59.5K 0.15% 113
2015
Q2 		$1.73M Buy
26,403
+1,812
+7% +$130K 0.12% 128
2015
Q1 		$1.9M Buy
24,591
+2,885
+13% +$227K 0.13% 130
2014
Q4 		$1.64M Buy
21,706
+20,874
+2,509% +$1.49M 0.13% 100
2014
Q3 		$52K Buy
832
+354
+74% +$22.8K ﹤0.01% 339
2014
Q2 		$30K Buy
478
+134
+39% +$8.43K ﹤0.01% 407
2014
Q1 		$21K Buy
344
+285
+483% +$16.3K ﹤0.01% 406
2013
Q4 		$4K Buy
59
+10
+20% +$595 ﹤0.01% 516
2013
Q3 		$4K Sell
49
-3,005
-98% -$191K ﹤0.01% 512
2013
Q2 		$205K Buy
+3,054
New +$217K 0.03% 203

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 $3.37T AUM 44.26% 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

Transamerica Financial Advisors's WELL Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Welltower (WELL) stake by 123% in Q2 2026, buying an estimated $6.64M and bringing the position to 56,980 shares worth $12.9M. The position accounts for 1.09% of the portfolio, ranked #19.

Transamerica Financial Advisors first reported a position in WELL in Q2 2013 and has held it in 47 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Transamerica Financial Advisors held 56,980 shares of Welltower worth $12.9M as of Q2 2026.
  • Transamerica Financial Advisors bought 31,386 Welltower shares in Q2 2026, an estimated $6.64M.
  • Welltower made up 1.09% of Transamerica Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Transamerica Financial Advisors first reported a position in Welltower in Q2 2013 and has held it in 47 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.