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VSM Wealth Advisory’s Welltower WELL Stock Holding History

VSM Wealth Advisory’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 		$11.3K Hold
50
– – ﹤0.01% 356
2026
Q1 		$9.89K Hold
50
– – ﹤0.01% 365
2025
Q4 		$9.28K Hold
50
– – ﹤0.01% 336
2025
Q3 		$8.91K Hold
50
– – ﹤0.01% 349
2025
Q2 		$7.69K Hold
50
– – ﹤0.01% 403
2025
Q1 		$7.66K Hold
50
– – ﹤0.01% 381
2024
Q4 		$6.3K Buy
+50
New +$6.56K ﹤0.01% 380

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

VSM Wealth Advisory's WELL Position: Q2 2026 in Review

VSM Wealth Advisory held its Welltower (WELL) position steady in Q2 2026 at 50 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

VSM Wealth Advisory first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • VSM Wealth Advisory held 50 shares of Welltower worth $11.3K as of Q2 2026.
  • VSM Wealth Advisory left its Welltower share count unchanged in Q2 2026.
  • Welltower made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #356 holding.
  • VSM Wealth Advisory first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.