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Wealth Preservation Advisors’s Welltower WELL Stock Holding History

Wealth Preservation 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
-150
Closed -$29.7K – 944
2026
Q1 		$29.7K Sell
150
-31
-17% -$6.13K 0.02% 253
2025
Q4 		$33.6K Buy
181
+9
+5% +$1.68K 0.02% 218
2025
Q3 		$30.6K Sell
172
-1
-0.6% -$164 0.02% 223
2025
Q2 		$26.6K Hold
173
– – 0.02% 228
2025
Q1 		$26.5K Buy
+173
New +$24.6K 0.02% 233

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 Preservation Advisors's WELL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 150 shares — an estimated $29.7K sold.

Wealth Preservation Advisors first reported a position in WELL in Q1 2025 and held it in 5 quarters. The position peaked at $33.6K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 150 Welltower shares in Q2 2026, an estimated $29.7K.
  • Wealth Preservation Advisors first reported a position in Welltower in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Welltower position peaked at $33.6K in Q4 2025.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.