Wealthfront Advisers’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20M | Buy |
88,184
+1,105
| +1% | +$234K | 0.04% | 160 |
|
|
2026
Q1 | $17.2M | Buy |
87,079
+4,831
| +6% | +$955K | 0.04% | 163 |
|
|
2025
Q4 | $15.3M | Buy |
82,248
+4,313
| +6% | +$806K | 0.03% | 171 |
|
|
2025
Q3 | $13.9M | Buy |
77,935
+16,645
| +27% | +$2.74M | 0.03% | 174 |
|
|
2025
Q2 | $9.42M | Buy |
61,290
+5,590
| +10% | +$835K | 0.02% | 230 |
|
|
2025
Q1 | $8.53M | Buy |
55,700
+9,398
| +20% | +$1.34M | 0.02% | 233 |
|
|
2024
Q4 | $5.84M | Buy |
46,302
+1,682
| +4% | +$221K | 0.02% | 292 |
|
|
2024
Q3 | $5.71M | Sell |
44,620
-37
| -0.1% | -$4.32K | 0.02% | 272 |
|
|
2024
Q2 | $4.66M | Buy |
44,657
+5,572
| +14% | +$546K | 0.02% | 290 |
|
|
2024
Q1 | $3.65M | Sell |
39,085
-2,419
| -6% | -$219K | 0.01% | 345 |
|
|
2023
Q4 | $3.74M | Buy |
41,504
+7,641
| +23% | +$663K | 0.01% | 305 |
|
|
2023
Q3 | $2.77M | Buy |
33,863
+10,407
| +44% | +$856K | 0.01% | 363 |
|
|
2023
Q2 | $1.9M | Buy |
23,456
+4,355
| +23% | +$336K | 0.01% | 425 |
|
|
2023
Q1 | $1.37M | Buy |
19,101
+2,375
| +14% | +$172K | 0.01% | 476 |
|
|
2022
Q4 | $1.1M | Sell |
16,726
-767
| -4% | -$49.3K | 0.01% | 496 |
|
|
2022
Q3 | $1.13M | Sell |
17,493
-6,905
| -28% | -$540K | 0.01% | 465 |
|
|
2022
Q2 | $2.01M | Sell |
24,398
-4,553
| -16% | -$405K | 0.01% | 382 |
|
|
2022
Q1 | $2.78M | Buy |
28,951
+2,993
| +12% | +$260K | 0.01% | 325 |
|
|
2021
Q4 | $2.23M | Sell |
25,958
-7,995
| -24% | -$667K | 0.01% | 359 |
|
|
2021
Q3 | $2.8M | Buy |
33,953
+7,865
| +30% | +$676K | 0.01% | 270 |
|
|
2021
Q2 | $2.17M | Buy |
26,088
+5,792
| +29% | +$443K | 0.01% | 290 |
|
|
2021
Q1 | $1.45M | Buy |
20,296
+5,502
| +37% | +$369K | 0.01% | 328 |
|
|
2020
Q4 | $956K | Buy |
14,794
+6,609
| +81% | +$401K | 0.01% | 366 |
|
|
2020
Q3 | $451K | Buy |
8,185
+3,464
| +73% | +$190K | ﹤0.01% | 416 |
|
|
2020
Q2 | $244K | Sell |
4,721
-42,703
| -90% | -$2.1M | ﹤0.01% | 476 |
|
|
2020
Q1 | $2.17M | Buy |
47,424
+8,152
| +21% | +$601K | 0.02% | 131 |
|
|
2019
Q4 | $3.21M | Sell |
39,272
-3,017
| -7% | -$258K | 0.02% | 114 |
|
|
2019
Q3 | $3.83M | Buy |
42,289
+5,742
| +16% | +$500K | 0.03% | 89 |
|
|
2019
Q2 | $2.98M | Sell |
36,547
-3,660
| -9% | -$288K | 0.03% | 108 |
|
|
2019
Q1 | $3.12M | Buy |
40,207
+10,927
| +37% | +$820K | 0.03% | 99 |
|
|
2018
Q4 | $2.03M | Buy |
+29,280
| New | +$1.99M | 0.02% | 125 |
|
Other funds holding WELL
Wealthfront Advisers's WELL Position: Q2 2026 in Review
Wealthfront Advisers increased its Welltower (WELL) stake by 1.3% in Q2 2026, buying an estimated $234K and bringing the position to 88,184 shares worth $20M. The position accounts for 0.04% of the portfolio, ranked #160.
Wealthfront Advisers first reported a position in WELL in Q4 2018 and has held it in 31 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Wealthfront Advisers held 88,184 shares of Welltower worth $20M as of Q2 2026.
- Wealthfront Advisers bought 1,105 Welltower shares in Q2 2026, an estimated $234K.
- Welltower made up 0.04% of Wealthfront Advisers's portfolio in Q2 2026, its #160 holding.
- Wealthfront Advisers first reported a position in Welltower in Q4 2018 and has held it in 31 quarters since.
- 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.