Washington Trust Advisors’s Welltower WELL Stock Holding History

Washington Trust 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	–	Sell	-14	Closed	-$2.77K	–	770
2026 Q1	$2.77K	Buy	+14	New	+$2.77K	﹤0.01%	564
2025 Q4	–	Sell	-100	Closed	-$17.8K	–	694
2025 Q3	$17.8K	Hold	100	–	–	﹤0.01%	451
2025 Q2	$15.4K	Hold	100	–	–	﹤0.01%	424
2025 Q1	$15.3K	Hold	100	–	–	﹤0.01%	425
2024 Q4	$12.6K	Hold	100	–	–	﹤0.01%	448
2024 Q3	$12.8K	Hold	100	–	–	﹤0.01%	449
2024 Q2	$10.4K	Hold	100	–	–	﹤0.01%	459
2024 Q1	$9.34K	Hold	100	–	–	﹤0.01%	489
2023 Q4	$9.02K	Hold	100	–	–	﹤0.01%	495
2023 Q3	$8.19K	Sell	100 -50	-33%	-$4.11K	﹤0.01%	485
2023 Q2	$12.1K	Hold	150	–	–	﹤0.01%	431
2023 Q1	$10.8K	Sell	150 -300	-67%	-$21.8K	﹤0.01%	491
2022 Q4	$29.5K	Hold	450	–	–	﹤0.01%	372
2022 Q3	$29K	Hold	450	–	–	﹤0.01%	468
2022 Q2	$37K	Hold	450	–	–	﹤0.01%	447
2022 Q1	$43K	Sell	450 -50	-10%	-$4.34K	﹤0.01%	474
2021 Q4	$43K	Buy	+500	New	+$41.7K	﹤0.01%	506

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Washington Trust Advisors's WELL Position: Q2 2026 in Review

Washington Trust Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 14 shares — an estimated $2.77K sold.

Washington Trust Advisors first reported a position in WELL in Q4 2021 and held it in 17 quarters. The position peaked at $43K in Q1 2022. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Washington Trust Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Washington Trust Advisors sold 14 Welltower shares in Q2 2026, an estimated $2.77K.
Washington Trust Advisors first reported a position in Welltower in Q4 2021 and held it in 17 quarters.
Washington Trust Advisors's Welltower position peaked at $43K in Q1 2022.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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