Vestmark Advisory Solutions’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 | $13.9M | Sell |
61,077
-836
| -1% | -$177K | 0.13% | 172 |
|
|
2026
Q1 | $12.2M | Buy |
61,913
+25,306
| +69% | +$5M | 0.14% | 162 |
|
|
2025
Q4 | $6.79M | Buy |
36,607
+3,406
| +10% | +$636K | 0.09% | 229 |
|
|
2025
Q3 | $5.91M | Sell |
33,201
-10,539
| -24% | -$1.73M | 0.11% | 184 |
|
|
2025
Q2 | $6.72M | Buy |
43,740
+25,118
| +135% | +$3.75M | 0.1% | 155 |
|
|
2025
Q1 | $2.85M | Buy |
18,622
+4,205
| +29% | +$599K | 0.07% | 282 |
|
|
2024
Q4 | $1.82M | Buy |
14,417
+7,872
| +120% | +$1.03M | 0.06% | 273 |
|
|
2024
Q3 | $838K | Sell |
6,545
-6
| -0.1% | -$700 | 0.03% | 325 |
|
|
2024
Q2 | $683K | Sell |
6,551
-202
| -3% | -$19.8K | 0.03% | 361 |
|
|
2024
Q1 | $631K | Sell |
6,753
-303
| -4% | -$27.4K | 0.03% | 359 |
|
|
2023
Q4 | $636K | Buy |
7,056
+1,004
| +17% | +$87.1K | 0.03% | 321 |
|
|
2023
Q3 | $496K | Sell |
6,052
-99
| -2% | -$8.14K | 0.04% | 296 |
|
|
2023
Q2 | $498K | Sell |
6,151
-3,768
| -38% | -$290K | 0.02% | 589 |
|
|
2023
Q1 | $711K | Buy |
9,919
+279
| +3% | +$20.2K | 0.03% | 513 |
|
|
2022
Q4 | $632K | Buy |
9,640
+369
| +4% | +$23.7K | 0.03% | 518 |
|
|
2022
Q3 | $596K | Buy |
9,271
+5,746
| +163% | +$449K | 0.03% | 501 |
|
|
2022
Q2 | $290K | Buy |
3,525
+1,127
| +47% | +$100K | 0.02% | 683 |
|
|
2022
Q1 | $231K | Sell |
2,398
-19,863
| -89% | -$1.73M | 0.01% | 806 |
|
|
2021
Q4 | $1.91M | Buy |
22,261
+938
| +4% | +$78.2K | 0.11% | 237 |
|
|
2021
Q3 | $1.76M | Sell |
21,323
-1,919
| -8% | -$165K | 0.12% | 224 |
|
|
2021
Q2 | $1.93M | Buy |
23,242
+801
| +4% | +$61.3K | 0.14% | 196 |
|
|
2021
Q1 | $1.61M | Buy |
22,441
+1,048
| +5% | +$70.4K | 0.14% | 205 |
|
|
2020
Q4 | $1.38M | Sell |
21,393
-5,158
| -19% | -$313K | 0.16% | 182 |
|
|
2020
Q3 | $1.46M | Sell |
26,551
-1,611
| -6% | -$88.5K | 0.2% | 154 |
|
|
2020
Q2 | $1.46M | Sell |
28,162
-68
| -0.2% | -$3.34K | 0.23% | 132 |
|
|
2020
Q1 | $1.29M | Buy |
28,230
+2,831
| +11% | +$209K | 0.25% | 122 |
|
|
2019
Q4 | $2.08M | Buy |
25,399
+661
| +3% | +$56.6K | 0.43% | 77 |
|
|
2019
Q3 | $2.24M | Sell |
24,738
-4,340
| -15% | -$378K | 0.36% | 67 |
|
|
2019
Q2 | $2.37M | Buy |
29,078
+1,357
| +5% | +$107K | 0.41% | 59 |
|
|
2019
Q1 | $2.15M | Buy |
+27,721
| New | +$2.08M | 0.38% | 67 |
|
Other funds holding WELL
Vestmark Advisory Solutions's WELL Position: Q2 2026 in Review
Vestmark Advisory Solutions reduced its Welltower (WELL) stake by 1.4% in Q2 2026, selling an estimated $177K and leaving 61,077 shares worth $13.9M. The position accounts for 0.13% of the portfolio, ranked #172.
Vestmark Advisory Solutions first reported a position in WELL in Q1 2019 and has held it in 30 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Vestmark Advisory Solutions held 61,077 shares of Welltower worth $13.9M as of Q2 2026.
- Vestmark Advisory Solutions sold 836 Welltower shares in Q2 2026, an estimated $177K.
- Welltower made up 0.13% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #172 holding.
- Vestmark Advisory Solutions first reported a position in Welltower in Q1 2019 and has held it in 30 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.