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Values First Advisors’s Welltower WELL Stock Holding History

Values First 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 		$791K Sell
3,484
-3,311
-49% -$700K 0.36% 82
2026
Q1 		$1.34M Buy
6,795
+85
+1% +$16.8K 0.7% 46
2025
Q4 		$1.25M Buy
6,710
+481
+8% +$89.8K 0.65% 51
2025
Q3 		$1.11M Buy
6,229
+62
+1% +$10.2K 0.59% 52
2025
Q2 		$948K Sell
6,167
-91
-1% -$13.6K 0.52% 58
2025
Q1 		$959K Buy
6,258
+22
+0.4% +$3.13K 0.56% 53
2024
Q4 		$786K Buy
6,236
+239
+4% +$31.4K 0.43% 64
2024
Q3 		$768K Sell
5,997
-23
-0.4% -$2.68K 0.42% 64
2024
Q2 		$628K Buy
6,020
+10
+0.2% +$980 0.38% 71
2024
Q1 		$562K Buy
6,010
+253
+4% +$22.9K 0.33% 89
2023
Q4 		$519K Sell
5,757
-2,820
-33% -$245K 0.31% 98
2023
Q3 		$703K Sell
8,577
-3
-0% -$247 0.45% 66
2023
Q2 		$694K Buy
8,580
+486
+6% +$37.4K 0.42% 75
2023
Q1 		$580K Buy
8,094
+355
+5% +$25.8K 0.37% 78
2022
Q4 		$507K Buy
7,739
+1,664
+27% +$107K 0.35% 79
2022
Q3 		$391K Buy
6,075
+260
+4% +$20.3K 0.28% 98
2022
Q2 		$479K Sell
5,815
-237
-4% -$21.1K 0.34% 89
2022
Q1 		$582K Buy
6,052
+241
+4% +$20.9K 0.37% 84
2021
Q4 		$498K Sell
5,811
-627
-10% -$52.3K 0.29% 95
2021
Q3 		$530K Buy
6,438
+262
+4% +$22.5K 0.34% 91
2021
Q2 		$513K Sell
6,176
-101
-2% -$7.73K 0.35% 99
2021
Q1 		$450K Buy
6,277
+106
+2% +$7.12K 0.33% 96
2020
Q4 		$399K Sell
6,171
-119
-2% -$7.22K 0.32% 105
2020
Q3 		$346K Buy
6,290
+1,147
+22% +$63K 0.32% 103
2020
Q2 		$266K Buy
5,143
+328
+7% +$16.1K 0.26% 114
2020
Q1 		$220K Sell
4,815
-902
-16% -$66.6K 0.26% 107
2019
Q4 		$468K Buy
+5,717
New +$489K 0.45% 75

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

Values First Advisors's WELL Position: Q2 2026 in Review

Values First Advisors reduced its Welltower (WELL) stake by 49% in Q2 2026, selling an estimated $700K and leaving 3,484 shares worth $791K. The position accounts for 0.36% of the portfolio, ranked #82.

Values First Advisors first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.34M in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Values First Advisors held 3,484 shares of Welltower worth $791K as of Q2 2026.
  • Values First Advisors sold 3,311 Welltower shares in Q2 2026, an estimated $700K.
  • Welltower made up 0.36% of Values First Advisors's portfolio in Q2 2026, its #82 holding.
  • Values First Advisors first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • Values First Advisors's Welltower position peaked at $1.34M in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.