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United Capital Financial Advisors’s Welltower WELL Stock Holding History

United Capital 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
Q1 		$4.43M Buy
22,388
+41
+0.2% +$8.1K 0.03% 378
2025
Q4 		$4.15M Sell
22,347
-434
-2% -$81.1K 0.03% 381
2025
Q3 		$4.06M Sell
22,781
-337
-1% -$55.4K 0.03% 332
2025
Q2 		$3.55M Buy
23,118
+1,229
+6% +$184K 0.03% 330
2025
Q1 		$3.35M Buy
21,889
+1,574
+8% +$224K 0.03% 338
2024
Q4 		$2.56M Sell
20,315
-89
-0.4% -$11.7K 0.02% 371
2024
Q3 		$2.61M Buy
20,404
+126
+0.6% +$14.7K 0.02% 360
2024
Q2 		$2.11M Sell
20,278
-1,426
-7% -$140K 0.02% 390
2024
Q1 		$2.03M Sell
21,704
-1,095
-5% -$99.1K 0.02% 424
2023
Q4 		$2.06M Buy
22,799
+4,078
+22% +$354K 0.02% 411
2023
Q3 		$1.53M Sell
18,721
-3,476
-16% -$286K 0.01% 455
2023
Q2 		$1.8M Sell
22,197
-2,566
-10% -$198K 0.01% 458
2023
Q1 		$1.78M Sell
24,763
-5,410
-18% -$392K 0.01% 472
2022
Q4 		$1.98M Sell
30,173
-1,523
-5% -$97.9K 0.01% 483
2022
Q3 		$2.04M Sell
31,696
-1,188
-4% -$92.9K 0.01% 473
2022
Q2 		$2.71M Sell
32,884
-5
-0% -$445 0.01% 438
2022
Q1 		$3.16M Sell
32,889
-3,189
-9% -$277K 0.02% 440
2021
Q4 		$3.09M Buy
36,078
+1,621
+5% +$135K 0.01% 458
2021
Q3 		$2.84M Buy
34,457
+1,019
+3% +$87.6K 0.01% 467
2021
Q2 		$2.78M Buy
33,438
+1,970
+6% +$151K 0.01% 479
2021
Q1 		$2.25M Buy
31,468
+5,942
+23% +$399K 0.01% 485
2020
Q4 		$1.65M Sell
25,526
-3,484
-12% -$211K 0.01% 550
2020
Q3 		$1.6M Buy
29,010
+10,962
+61% +$602K 0.01% 556
2020
Q2 		$934K Sell
18,048
-1,717
-9% -$84.4K 0.01% 683
2020
Q1 		$905K Sell
19,765
-3,327
-14% -$245K 0.01% 655
2019
Q4 		$1.89M Buy
23,092
+4,688
+25% +$401K 0.01% 617
2019
Q3 		$1.67M Sell
18,404
-18,630
-50% -$1.62M 0.01% 620
2019
Q2 		$3.02M Buy
37,034
+11,733
+46% +$922K 0.02% 517
2019
Q1 		$1.96M Sell
25,301
-9,404
-27% -$705K 0.01% 593
2018
Q4 		$2.41M Sell
34,705
-247
-0.7% -$16.8K 0.02% 519
2018
Q3 		$2.25M Sell
34,952
-1,748
-5% -$113K 0.02% 585
2018
Q2 		$2.3M Sell
36,700
-17,351
-32% -$967K 0.02% 564
2018
Q1 		$2.94M Buy
54,051
+7,179
+15% +$405K 0.02% 500
2017
Q4 		$2.99M Buy
46,872
+5,212
+13% +$350K 0.02% 504
2017
Q3 		$2.93M Sell
41,660
-6,672
-14% -$485K 0.02% 497
2017
Q2 		$3.62M Sell
48,332
-2,365
-5% -$173K 0.03% 440
2017
Q1 		$3.59M Sell
50,697
-8,086
-14% -$546K 0.03% 437
2016
Q4 		$3.93M Buy
58,783
+2,826
+5% +$187K 0.04% 416
2016
Q3 		$4.18M Buy
55,957
+6,809
+14% +$521K 0.04% 416
2016
Q2 		$3.73M Sell
49,148
-10,176
-17% -$723K 0.04% 422
2016
Q1 		$4.11M Sell
59,324
-15,484
-21% -$998K 0.05% 374
2015
Q4 		$5.09M Buy
74,808
+10,391
+16% +$678K 0.06% 323
2015
Q3 		$4.36M Sell
64,417
-2,836
-4% -$189K 0.05% 349
2015
Q2 		$4.41M Buy
67,253
+1,506
+2% +$108K 0.05% 368
2015
Q1 		$4.74M Sell
65,747
-70,903
-52% -$5.58M 0.06% 349
2014
Q4 		$10.3M Buy
136,650
+8,206
+6% +$586K 0.15% 158
2014
Q3 		$8.01M Buy
128,444
+5,026
+4% +$324K 0.14% 178
2014
Q2 		$7.74M Buy
123,418
+1,236
+1% +$77.8K 0.14% 186
2014
Q1 		$7.28M Buy
122,182
+34,789
+40% +$1.99M 0.16% 157
2013
Q4 		$4.68M Buy
87,393
+33,915
+63% +$2.02M 0.16% 150
2013
Q3 		$3.34M Buy
53,478
+1,168
+2% +$74.3K 0.11% 185
2013
Q2 		$3.51M Buy
+52,310
New +$3.72M 0.09% 234

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

United Capital Financial Advisors's WELL Position: Q1 2026 in Review

United Capital Financial Advisors increased its Welltower (WELL) stake by 0.18% in Q1 2026, buying an estimated $8.1K and bringing the position to 22,388 shares worth $4.43M. The position accounts for 0.03% of the portfolio, ranked #378.

United Capital Financial Advisors first reported a position in WELL in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q4 2014. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • United Capital Financial Advisors held 22,388 shares of Welltower worth $4.43M as of Q1 2026.
  • United Capital Financial Advisors bought 41 Welltower shares in Q1 2026, an estimated $8.1K.
  • Welltower made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #378 holding.
  • United Capital Financial Advisors first reported a position in Welltower in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Welltower position peaked at $10.3M in Q4 2014.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.