Valeo Financial Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $615K | Buy |
2,711
+37
| +1% | +$7.82K | 0.01% | 400 |
|
|
2026
Q1 | $529K | Sell |
2,674
-2,091
| -44% | -$413K | 0.01% | 398 |
|
|
2025
Q4 | $884K | Buy |
4,765
+230
| +5% | +$43K | 0.02% | 328 |
|
|
2025
Q3 | $808K | Buy |
4,535
+130
| +3% | +$21.4K | 0.02% | 351 |
|
|
2025
Q2 | $677K | Buy |
4,405
+728
| +20% | +$109K | 0.02% | 383 |
|
|
2025
Q1 | $563K | Buy |
3,677
+58
| +2% | +$8.26K | 0.02% | 390 |
|
|
2024
Q4 | $456K | Sell |
3,619
-49
| -1% | -$6.43K | 0.01% | 428 |
|
|
2024
Q3 | $470K | Buy |
3,668
+94
| +3% | +$11K | 0.01% | 422 |
|
|
2024
Q2 | $373K | Sell |
3,574
-21
| -0.6% | -$2.06K | 0.01% | 461 |
|
|
2024
Q1 | $337K | Sell |
3,595
-14
| -0.4% | -$1.27K | 0.01% | 465 |
|
|
2023
Q4 | $325K | Buy |
3,609
+355
| +11% | +$30.8K | 0.01% | 471 |
|
|
2023
Q3 | $267K | Buy |
3,254
+445
| +16% | +$36.6K | 0.01% | 494 |
|
|
2023
Q2 | $227K | Buy |
+2,809
| New | +$216K | 0.01% | 503 |
|
|
2022
Q4 | – | Sell |
-3,259
| Closed | -$210K | – | 613 |
|
|
2022
Q3 | $210K | Buy |
3,259
+36
| +1% | +$2.81K | 0.01% | 432 |
|
|
2022
Q2 | $265K | Sell |
3,223
-210
| -6% | -$18.7K | 0.02% | 376 |
|
|
2022
Q1 | $330K | Buy |
3,433
+173
| +5% | +$15K | 0.02% | 426 |
|
|
2021
Q4 | $280K | Buy |
3,260
+80
| +3% | +$6.67K | 0.02% | 427 |
|
|
2021
Q3 | $262K | Sell |
3,180
-570
| -15% | -$49K | 0.02% | 430 |
|
|
2021
Q2 | $312K | Sell |
3,750
-23
| -0.6% | -$1.76K | 0.02% | 351 |
|
|
2021
Q1 | $270K | Buy |
3,773
+34
| +0.9% | +$2.28K | 0.01% | 376 |
|
|
2020
Q4 | $242K | Sell |
3,739
-294
| -7% | -$17.8K | 0.01% | 380 |
|
|
2020
Q3 | $222K | Buy |
4,033
+294
| +8% | +$16.1K | 0.02% | 306 |
|
|
2020
Q2 | $193K | Buy |
3,739
+1,779
| +91% | +$87.4K | 0.02% | 326 |
|
|
2020
Q1 | $108K | Sell |
1,960
-135
| -6% | -$9.96K | 0.01% | 408 |
|
|
2019
Q4 | $171K | Buy |
2,095
+611
| +41% | +$52.3K | 0.02% | 349 |
|
|
2019
Q3 | $135K | Buy |
1,484
+881
| +146% | +$76.7K | 0.01% | 367 |
|
|
2019
Q2 | $49K | Buy |
603
+295
| +96% | +$23.2K | 0.01% | 606 |
|
|
2019
Q1 | $24K | Buy |
308
+3
| +1% | +$225 | ﹤0.01% | 738 |
|
|
2018
Q4 | $21K | Sell |
305
-1,428
| -82% | -$97.2K | ﹤0.01% | 701 |
|
|
2018
Q3 | $119K | Sell |
1,733
-78
| -4% | -$5.04K | 0.02% | 361 |
|
|
2018
Q2 | $115K | Buy |
1,811
+224
| +14% | +$12.5K | 0.02% | 375 |
|
|
2018
Q1 | $86K | Buy |
1,587
+548
| +53% | +$30.9K | 0.01% | 393 |
|
|
2017
Q4 | $66K | Buy |
1,039
+943
| +982% | +$63.3K | 0.01% | 426 |
|
|
2017
Q3 | $7K | Buy |
+96
| New | +$6.98K | ﹤0.01% | 806 |
|
Other funds holding WELL
Valeo Financial Advisors's WELL Position: Q2 2026 in Review
Valeo Financial Advisors increased its Welltower (WELL) stake by 1.4% in Q2 2026, buying an estimated $7.82K and bringing the position to 2,711 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #400.
Valeo Financial Advisors first reported a position in WELL in Q3 2017 and has held it in 34 quarters since. The position peaked at $884K in Q4 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Valeo Financial Advisors held 2,711 shares of Welltower worth $615K as of Q2 2026.
- Valeo Financial Advisors bought 37 Welltower shares in Q2 2026, an estimated $7.82K.
- Welltower made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #400 holding.
- Valeo Financial Advisors first reported a position in Welltower in Q3 2017 and has held it in 34 quarters since.
- Valeo Financial Advisors's Welltower position peaked at $884K in Q4 2025.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.