Waverly Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.72M | Sell |
33,966
-1,834
| -5% | -$362K | 0.05% | 338 |
|
|
2025
Q4 | $6.64M | Sell |
35,800
-5,312
| -13% | -$992K | 0.05% | 315 |
|
|
2025
Q3 | $7.32M | Sell |
41,112
-9,577
| -19% | -$1.57M | 0.07% | 258 |
|
|
2025
Q2 | $7.79M | Buy |
50,689
+1,061
| +2% | +$159K | 0.09% | 222 |
|
|
2025
Q1 | $7.6M | Buy |
49,628
+35,823
| +259% | +$5.1M | 0.09% | 220 |
|
|
2024
Q4 | $1.74M | Buy |
13,805
+2,162
| +19% | +$284K | 0.03% | 410 |
|
|
2024
Q3 | $1.49M | Sell |
11,643
-313
| -3% | -$36.5K | 0.03% | 380 |
|
|
2024
Q2 | $1.25M | Buy |
11,956
+250
| +2% | +$24.5K | 0.02% | 399 |
|
|
2024
Q1 | $1.09M | Buy |
11,706
+1,161
| +11% | +$105K | 0.03% | 355 |
|
|
2023
Q4 | $951K | Sell |
10,545
-66
| -0.6% | -$5.73K | 0.04% | 230 |
|
|
2023
Q3 | $869K | Buy |
10,611
+66
| +0.6% | +$5.43K | 0.04% | 210 |
|
|
2023
Q2 | $853K | Buy |
10,545
+1,861
| +21% | +$143K | 0.04% | 200 |
|
|
2023
Q1 | $623K | Sell |
8,684
-170
| -2% | -$12.3K | 0.03% | 170 |
|
|
2022
Q4 | $580K | Sell |
8,854
-109
| -1% | -$7.01K | 0.03% | 156 |
|
|
2022
Q3 | $577K | Hold |
8,963
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $738K | Sell |
8,963
-24
| -0.3% | -$2.14K | 0.07% | 101 |
|
|
2022
Q1 | $864K | Hold |
8,987
| – | – | 0.07% | 84 |
|
|
2021
Q4 | $720K | Buy |
8,987
+24
| +0.3% | +$2K | 0.06% | 97 |
|
|
2021
Q3 | $764K | Hold |
8,963
| – | – | 0.07% | 97 |
|
|
2021
Q2 | $763K | Buy |
+8,963
| New | +$686K | 0.07% | 85 |
|
|
2018
Q1 | – | Sell |
-3,673
| Closed | -$234K | – | 356 |
|
|
2017
Q4 | $234K | Buy |
3,673
+239
| +7% | +$16K | 0.03% | 214 |
|
|
2017
Q3 | $241K | Buy |
3,434
+110
| +3% | +$8K | 0.05% | 198 |
|
|
2017
Q2 | $249K | Sell |
3,324
-36
| -1% | -$2.63K | 0.06% | 188 |
|
|
2017
Q1 | $238K | Buy |
+3,360
| New | +$227K | 0.06% | 188 |
|
|
2015
Q1 | – | Sell |
-109
| Closed | -$8K | – | 431 |
|
|
2014
Q4 | $8K | Sell |
109
-88
| -45% | -$6.28K | ﹤0.01% | 346 |
|
|
2014
Q3 | $12K | Buy |
197
+1
| +0.5% | +$64 | 0.01% | 439 |
|
|
2014
Q2 | $12K | Buy |
196
+2
| +1% | +$126 | 0.01% | 415 |
|
|
2014
Q1 | $12K | Sell |
194
-405
| -68% | -$23.1K | 0.01% | 393 |
|
|
2013
Q4 | $32K | Buy |
599
+75
| +14% | +$4.46K | 0.01% | 390 |
|
|
2013
Q3 | $33K | Buy |
+524
| New | +$33.3K | 0.02% | 302 |
|
Other funds holding WELL
VCM
VPM
Waverly Advisors's WELL Position: Q1 2026 in Review
Waverly Advisors reduced its Welltower (WELL) stake by 5.1% in Q1 2026, selling an estimated $362K and leaving 33,966 shares worth $6.72M. The position accounts for 0.05% of the portfolio, ranked #338.
Waverly Advisors first reported a position in WELL in Q3 2013 and has held it in 30 quarters since. The position peaked at $7.79M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.
- Waverly Advisors held 33,966 shares of Welltower worth $6.72M as of Q1 2026.
- Waverly Advisors sold 1,834 Welltower shares in Q1 2026, an estimated $362K.
- Welltower made up 0.05% of Waverly Advisors's portfolio in Q1 2026, its #338 holding.
- Waverly Advisors first reported a position in Welltower in Q3 2013 and has held it in 30 quarters since.
- Waverly Advisors's Welltower position peaked at $7.79M in Q2 2025.
- 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.