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Wealth Alliance’s Welltower WELL Stock Holding History

Wealth Alliance’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 		$410K Buy
1,807
+37
+2% +$7.82K 0.03% 366
2026
Q1 		$350K Sell
1,770
-288
-14% -$56.9K 0.03% 390
2025
Q4 		$382K Buy
2,058
+25
+1% +$4.67K 0.04% 375
2025
Q3 		$362K Buy
2,033
+39
+2% +$6.41K 0.04% 373
2025
Q2 		$306K Sell
1,994
-58
-3% -$8.67K 0.03% 403
2025
Q1 		$314K Buy
2,052
+159
+8% +$22.7K 0.04% 382
2024
Q4 		$239K Sell
1,893
-92
-5% -$12.1K 0.03% 443
2024
Q3 		$254K Sell
1,985
-95
-5% -$11.1K 0.03% 441
2024
Q2 		$217K Buy
+2,080
New +$204K 0.03% 464

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

Wealth Alliance's WELL Position: Q2 2026 in Review

Wealth Alliance increased its Welltower (WELL) stake by 2.1% in Q2 2026, buying an estimated $7.82K and bringing the position to 1,807 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #366.

Wealth Alliance first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wealth Alliance held 1,807 shares of Welltower worth $410K as of Q2 2026.
  • Wealth Alliance bought 37 Welltower shares in Q2 2026, an estimated $7.82K.
  • Welltower made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #366 holding.
  • Wealth Alliance first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.