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Valmark Advisers’s Welltower WELL Stock Holding History

Valmark Advisers’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 		$683K Buy
3,009
+19
+0.6% +$4.02K 0.01% 436
2026
Q1 		$591K Sell
2,990
-5
-0.2% -$988 0.01% 435
2025
Q4 		$556K Buy
2,995
+16
+0.5% +$2.99K 0.01% 430
2025
Q3 		$531K Sell
2,979
-28
-0.9% -$4.6K 0.01% 427
2025
Q2 		$462K Buy
3,007
+691
+30% +$103K 0.01% 456
2025
Q1 		$355K Buy
2,316
+384
+20% +$54.7K 0.01% 481
2024
Q4 		$243K Buy
+1,932
New +$254K ﹤0.01% 552

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

Valmark Advisers's WELL Position: Q2 2026 in Review

Valmark Advisers increased its Welltower (WELL) stake by 0.64% in Q2 2026, buying an estimated $4.02K and bringing the position to 3,009 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #436.

Valmark Advisers first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Valmark Advisers held 3,009 shares of Welltower worth $683K as of Q2 2026.
  • Valmark Advisers bought 19 Welltower shares in Q2 2026, an estimated $4.02K.
  • Welltower made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #436 holding.
  • Valmark Advisers first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.