Wealth Enhancement Advisory Services
WELL icon

Wealth Enhancement Advisory Services’s Welltower WELL Stock Holding History

Wealth Enhancement Advisory Services’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 		$37.5M Sell
161,934
-113,177
-41% -$23.9M 0.06% 266
2026
Q1 		$55.2M Buy
275,111
+80,059
+41% +$15.8M 0.11% 169
2025
Q4 		$36.2M Buy
195,052
+45,214
+30% +$8.44M 0.05% 323
2025
Q3 		$25.9M Buy
149,838
+13,985
+10% +$2.3M 0.04% 384
2025
Q2 		$20.8M Buy
135,853
+4,350
+3% +$650K 0.03% 415
2025
Q1 		$20.1M Buy
131,503
+10,423
+9% +$1.49M 0.04% 394
2024
Q4 		$15.3M Buy
121,080
+946
+0.8% +$124K 0.03% 440
2024
Q3 		$15.4M Buy
120,134
+704
+0.6% +$82.1K 0.03% 405
2024
Q2 		$12.5M Buy
119,430
+1,754
+1% +$172K 0.03% 427
2024
Q1 		$11M Buy
117,676
+4,506
+4% +$408K 0.03% 448
2023
Q4 		$10.2M Buy
113,170
+1,461
+1% +$127K 0.03% 428
2023
Q3 		$9.15M Buy
+111,709
New +$9.19M 0.03% 435
2019
Q2 		– Sell
-16,214
Closed -$1.18M – 244
2019
Q1 		$1.18M Buy
+16,214
New +$1.22M 0.07% 122

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's WELL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Welltower (WELL) stake by 41% in Q2 2026, selling an estimated $23.9M and leaving 161,934 shares worth $37.5M. The position accounts for 0.06% of the portfolio, ranked #266.

Wealth Enhancement Advisory Services first reported a position in WELL in Q1 2019 and has held it in 13 quarters since. The position peaked at $55.2M in Q1 2026. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 161,934 shares of Welltower worth $37.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 113,177 Welltower shares in Q2 2026, an estimated $23.9M.
  • Welltower made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #266 holding.
  • Wealth Enhancement Advisory Services first reported a position in Welltower in Q1 2019 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Welltower position peaked at $55.2M in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.