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Visionary Wealth Advisors’s Welltower WELL Stock Holding History

Visionary Wealth 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 		$585K Buy
2,578
+6
+0.2% +$1.27K 0.02% 397
2026
Q1 		$509K Hold
2,572
– – 0.02% 395
2025
Q4 		$477K Sell
2,572
-138
-5% -$25.8K 0.02% 395
2025
Q3 		$483K Hold
2,710
– – 0.02% 389
2025
Q2 		$417K Hold
2,710
– – 0.02% 393
2025
Q1 		$415K Sell
2,710
-50
-2% -$7.12K 0.02% 377
2024
Q4 		$348K Sell
2,760
-100
-3% -$13.1K 0.02% 413
2024
Q3 		$366K Sell
2,860
-85
-3% -$9.92K 0.02% 394
2024
Q2 		$307K Sell
2,945
-395
-12% -$38.7K 0.02% 408
2024
Q1 		$312K Buy
3,340
+405
+14% +$36.7K 0.02% 401
2023
Q4 		$265K Sell
2,935
-514
-15% -$44.6K 0.02% 414
2023
Q3 		$283K Sell
3,449
-400
-10% -$32.9K 0.02% 375
2023
Q2 		$311K Sell
3,849
-220
-5% -$16.9K 0.02% 359
2023
Q1 		$292K Sell
4,069
-175
-4% -$12.7K 0.02% 358
2022
Q4 		$278K Sell
4,244
-60
-1% -$3.86K 0.03% 336
2022
Q3 		$277K Sell
4,304
-70
-2% -$5.47K 0.03% 313
2022
Q2 		$360K Sell
4,374
-283
-6% -$25.2K 0.03% 295
2022
Q1 		$448K Sell
4,657
-298
-6% -$25.9K 0.04% 265
2021
Q4 		$425K Sell
4,955
-280
-5% -$23.3K 0.03% 251
2021
Q3 		$431K Sell
5,235
-965
-16% -$82.9K 0.04% 204
2021
Q2 		$515K Sell
6,200
-505
-8% -$38.7K 0.05% 200
2021
Q1 		$480K Sell
6,705
-770
-10% -$51.7K 0.05% 200
2020
Q4 		$483K Buy
7,475
+233
+3% +$14.1K 0.05% 187
2020
Q3 		$399K Buy
7,242
+978
+16% +$53.7K 0.06% 173
2020
Q2 		$325K Buy
6,264
+96
+2% +$4.72K 0.05% 172
2020
Q1 		$282K Buy
6,168
+367
+6% +$27.1K 0.05% 158
2019
Q4 		$474K Buy
+5,801
New +$497K 0.08% 133

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

Visionary Wealth Advisors's WELL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Welltower (WELL) stake by 0.23% in Q2 2026, buying an estimated $1.27K and bringing the position to 2,578 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #397.

Visionary Wealth Advisors first reported a position in WELL in Q4 2019 and has held it in 27 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Visionary Wealth Advisors held 2,578 shares of Welltower worth $585K as of Q2 2026.
  • Visionary Wealth Advisors bought 6 Welltower shares in Q2 2026, an estimated $1.27K.
  • Welltower made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #397 holding.
  • Visionary Wealth Advisors first reported a position in Welltower in Q4 2019 and has held it in 27 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.