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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
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 $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

Values First Advisors's WELL Position: Q1 2026 in Review

Values First Advisors increased its Welltower (WELL) stake by 1.3% in Q1 2026, buying an estimated $16.8K and bringing the position to 6,795 shares worth $1.34M. The position accounts for 0.7% of the portfolio, ranked #46.

Values First Advisors first reported a position in WELL in Q4 2019 and has held it in 26 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Values First Advisors held 6,795 shares of Welltower worth $1.34M as of Q1 2026.
  • Values First Advisors bought 85 Welltower shares in Q1 2026, an estimated $16.8K.
  • Welltower made up 0.7% of Values First Advisors's portfolio in Q1 2026, its #46 holding.
  • Values First Advisors first reported a position in Welltower in Q4 2019 and has held it in 26 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.