Valley National Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104K | Buy |
528
+16
| +3% | +$3.16K | 0.01% | 315 |
|
|
2025
Q4 | $95K | Buy |
512
+2
| +0.4% | +$374 | 0.01% | 318 |
|
|
2025
Q3 | $90K | Buy |
510
+2
| +0.4% | +$329 | 0.01% | 316 |
|
|
2025
Q2 | $78K | Hold |
508
| – | – | 0.01% | 331 |
|
|
2025
Q1 | $77K | Buy |
508
+3
| +0.6% | +$427 | 0.01% | 327 |
|
|
2024
Q4 | $63K | Hold |
505
| – | – | 0.01% | 333 |
|
|
2024
Q3 | $64K | Sell |
505
-325
| -39% | -$37.9K | 0.01% | 332 |
|
|
2024
Q2 | $86K | Sell |
830
-10
| -1% | -$980 | 0.01% | 323 |
|
|
2024
Q1 | $78K | Sell |
840
-85
| -9% | -$7.7K | 0.01% | 350 |
|
|
2023
Q4 | $83K | Buy |
925
+180
| +24% | +$15.6K | 0.01% | 336 |
|
|
2023
Q3 | $61K | Buy |
745
+220
| +42% | +$18.1K | 0.01% | 362 |
|
|
2023
Q2 | $43K | Buy |
525
+25
| +5% | +$1.93K | 0.01% | 413 |
|
|
2023
Q1 | $38K | Hold |
500
| – | – | 0.01% | 425 |
|
|
2022
Q4 | $35K | Hold |
500
| – | – | 0.01% | 424 |
|
|
2022
Q3 | $30K | Hold |
500
| – | – | 0.01% | 452 |
|
|
2022
Q2 | $41K | Hold |
500
| – | – | 0.01% | 376 |
|
|
2022
Q1 | $48K | Hold |
500
| – | – | 0.01% | 378 |
|
|
2021
Q4 | $43K | Hold |
500
| – | – | 0.01% | 390 |
|
|
2021
Q3 | $41K | Hold |
500
| – | – | 0.01% | 363 |
|
|
2021
Q2 | $42K | Hold |
500
| – | – | 0.01% | 364 |
|
|
2021
Q1 | $36K | Hold |
500
| – | – | 0.01% | 368 |
|
|
2020
Q4 | $32K | Buy |
500
+150
| +43% | +$9.1K | 0.01% | 370 |
|
|
2020
Q3 | $19K | Buy |
350
+150
| +75% | +$8.24K | ﹤0.01% | 407 |
|
|
2020
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 481 |
|
|
2019
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 465 |
|
|
2019
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
|
2019
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
|
2018
Q4 | $14K | Buy |
+200
| New | +$13.6K | ﹤0.01% | 412 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 418 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 81 |
|
|
2018
Q1 | – | Sell |
-12,445
| Closed | -$703K | – | 84 |
|
|
2017
Q4 | $794K | Sell |
12,445
-703
| -5% | -$47.2K | 0.28% | 74 |
|
|
2017
Q3 | $924K | Sell |
13,148
-1,204
| -8% | -$87.6K | 0.32% | 58 |
|
|
2017
Q2 | $1.07M | Sell |
14,352
-1,349
| -9% | -$98.6K | 0.39% | 47 |
|
|
2017
Q1 | $1.11M | Sell |
15,701
-7,345
| -32% | -$496K | 0.42% | 49 |
|
|
2016
Q4 | $1.54M | Sell |
23,046
-253
| -1% | -$16.8K | 0.71% | 41 |
|
|
2016
Q3 | $1.74M | Sell |
23,299
-482
| -2% | -$36.9K | 0.9% | 32 |
|
|
2016
Q2 | $1.81M | Buy |
23,781
+364
| +2% | +$25.9K | 0.94% | 31 |
|
|
2016
Q1 | $1.62M | Buy |
23,417
+45
| +0.2% | +$2.9K | 0.87% | 34 |
|
|
2015
Q4 | $1.59M | Buy |
23,372
+2,638
| +13% | +$172K | 0.94% | 31 |
|
|
2015
Q3 | $1.4M | Buy |
20,734
+848
| +4% | +$56.6K | 0.85% | 39 |
|
|
2015
Q2 | $1.3M | Sell |
19,886
-71
| -0.4% | -$5.09K | 0.74% | 43 |
|
|
2015
Q1 | $1.54M | Buy |
19,957
+19,064
| +2,135% | +$1.5M | 0.91% | 35 |
|
|
2014
Q4 | $48K | Buy |
+893
| New | +$63.8K | 0.04% | 166 |
|
Other funds holding WELL
VCM
VPM
Valley National Advisers's WELL Position: Q1 2026 in Review
Valley National Advisers increased its Welltower (WELL) stake by 3.1% in Q1 2026, buying an estimated $3.16K and bringing the position to 528 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #315.
Valley National Advisers first reported a position in WELL in Q4 2014 and has held it in 43 quarters since. The position peaked at $1.81M in Q2 2016. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Valley National Advisers held 528 shares of Welltower worth $104K as of Q1 2026.
- Valley National Advisers bought 16 Welltower shares in Q1 2026, an estimated $3.16K.
- Welltower made up 0.01% of Valley National Advisers's portfolio in Q1 2026, its #315 holding.
- Valley National Advisers first reported a position in Welltower in Q4 2014 and has held it in 43 quarters since.
- Valley National Advisers's Welltower position peaked at $1.81M in Q2 2016.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.