Wealthcare Advisory Partners’s Welltower WELL Stock Holding History

Wealthcare Advisory Partners’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	$386K	Sell	1,701 -454	-21%	-$96K	0.01%	791
2026 Q1	$426K	Buy	2,155 +273	+15%	+$54K	0.01%	757
2025 Q4	$349K	Buy	1,882 +253	+16%	+$47.3K	0.01%	813
2025 Q3	$290K	Buy	1,629 +100	+7%	+$16.4K	0.01%	871
2025 Q2	$235K	Buy	1,529 +29	+2%	+$4.33K	0.01%	880
2025 Q1	$230K	Buy	+1,500	New	+$214K	0.01%	832
2021 Q2	–	Sell	-1,706	Closed	-$122K	–	1866
2021 Q1	$122K	Buy	+1,706	New	+$115K	0.01%	616
2020 Q2	–	Sell	-1,235	Closed	-$57K	–	1359
2020 Q1	$57K	Sell	1,235 -1,878	-60%	-$139K	0.01%	486
2019 Q4	$255K	Sell	3,113 -1,904	-38%	-$163K	0.03%	260
2019 Q3	$455K	Sell	5,017 -334	-6%	-$29.1K	0.07%	163
2019 Q2	$436K	Buy	5,351 +344	+7%	+$27K	0.07%	154
2019 Q1	$389K	Buy	5,007 +5	+0.1%	+$375	0.07%	156
2018 Q4	$347K	Sell	5,002 -128	-2%	-$8.71K	0.07%	145
2018 Q3	$330K	Sell	5,130 -573	-10%	-$37K	0.06%	165
2018 Q2	$357K	Sell	5,703 -81	-1%	-$4.51K	0.07%	151
2018 Q1	$315K	Buy	5,784 +504	+10%	+$28.5K	0.07%	149
2017 Q4	$337K	Buy	5,280 +3,839	+266%	+$258K	0.09%	131
2017 Q3	$101K	Buy	+1,441	New	+$105K	0.03%	210
2016 Q3	–	Sell	-590	Closed	-$45K	–	137
2016 Q2	$45K	Buy	+590	New	+$41.9K	0.03%	51

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealthcare Advisory Partners's WELL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Welltower (WELL) stake by 21% in Q2 2026, selling an estimated $96K and leaving 1,701 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #791.

Wealthcare Advisory Partners first reported a position in WELL in Q2 2016 and has held it in 19 quarters since. The position peaked at $455K in Q3 2019. 313 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wealthcare Advisory Partners held 1,701 shares of Welltower worth $386K as of Q2 2026.
Wealthcare Advisory Partners sold 454 Welltower shares in Q2 2026, an estimated $96K.
Welltower made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #791 holding.
Wealthcare Advisory Partners first reported a position in Welltower in Q2 2016 and has held it in 19 quarters since.
Wealthcare Advisory Partners's Welltower position peaked at $455K in Q3 2019.
313 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.