Wedbush Securities’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 | $604K | Sell |
2,662
-160
| -6% | -$33.8K | 0.02% | 661 |
|
|
2026
Q1 | $558K | Buy |
2,822
+201
| +8% | +$39.7K | 0.02% | 650 |
|
|
2025
Q4 | $486K | Buy |
2,621
+257
| +11% | +$48K | 0.01% | 694 |
|
|
2025
Q3 | $421K | Buy |
2,364
+217
| +10% | +$35.7K | 0.01% | 724 |
|
|
2025
Q2 | $330K | Sell |
2,147
-297
| -12% | -$44.4K | 0.01% | 793 |
|
|
2025
Q1 | $374K | Buy |
2,444
+157
| +7% | +$22.4K | 0.01% | 716 |
|
|
2024
Q4 | $288K | Buy |
2,287
+247
| +12% | +$32.4K | 0.01% | 841 |
|
|
2024
Q3 | $261K | Sell |
2,040
-2,229
| -52% | -$260K | 0.01% | 866 |
|
|
2024
Q2 | $445K | Sell |
4,269
-147
| -3% | -$14.4K | 0.02% | 675 |
|
|
2024
Q1 | $413K | Buy |
4,416
+1,889
| +75% | +$171K | 0.02% | 721 |
|
|
2023
Q4 | $228K | Buy |
+2,527
| New | +$219K | 0.01% | 897 |
|
|
2021
Q1 | – | Sell |
-4,070
| Closed | -$263K | – | 1096 |
|
|
2020
Q4 | $263K | Buy |
+4,070
| New | +$247K | 0.02% | 693 |
|
|
2019
Q4 | – | Sell |
-5,016
| Closed | -$455K | – | 1036 |
|
|
2019
Q3 | $455K | Buy |
5,016
+547
| +12% | +$47.6K | 0.04% | 481 |
|
|
2019
Q2 | $364K | Buy |
4,469
+414
| +10% | +$32.5K | 0.04% | 555 |
|
|
2019
Q1 | $315K | Buy |
+4,055
| New | +$304K | 0.03% | 578 |
|
|
2018
Q4 | – | Sell |
-12,243
| Closed | -$787K | – | 938 |
|
|
2018
Q3 | $787K | Sell |
12,243
-350
| -3% | -$22.6K | 0.09% | 250 |
|
|
2018
Q2 | $789K | Sell |
12,593
-1,452
| -10% | -$80.9K | 0.1% | 238 |
|
|
2018
Q1 | $764K | Buy |
14,045
+3,787
| +37% | +$214K | 0.1% | 242 |
|
|
2017
Q4 | $654K | Sell |
10,258
-1,496
| -13% | -$100K | 0.08% | 301 |
|
|
2017
Q3 | $826K | Buy |
11,754
+1,825
| +18% | +$133K | 0.11% | 219 |
|
|
2017
Q2 | $743K | Buy |
9,929
+787
| +9% | +$57.5K | 0.1% | 257 |
|
|
2017
Q1 | $647K | Buy |
9,142
+5,643
| +161% | +$381K | 0.09% | 276 |
|
|
2016
Q4 | $234K | Sell |
3,499
-262
| -7% | -$17.4K | 0.03% | 604 |
|
|
2016
Q3 | $281K | Sell |
3,761
-665
| -15% | -$50.9K | 0.04% | 544 |
|
|
2016
Q2 | $337K | Sell |
4,426
-414
| -9% | -$29.4K | 0.06% | 409 |
|
|
2016
Q1 | $336K | Buy |
4,840
+285
| +6% | +$18.4K | 0.06% | 383 |
|
|
2015
Q4 | $310K | Sell |
4,555
-33
| -0.7% | -$2.15K | 0.06% | 391 |
|
|
2015
Q3 | $311K | Buy |
4,588
+905
| +25% | +$60.4K | 0.06% | 360 |
|
|
2015
Q2 | $242K | Sell |
3,683
-2,548
| -41% | -$183K | 0.04% | 505 |
|
|
2015
Q1 | $482K | Buy |
6,231
+983
| +19% | +$77.4K | 0.08% | 287 |
|
|
2014
Q4 | $397K | Buy |
5,248
+627
| +14% | +$44.8K | 0.06% | 318 |
|
|
2014
Q3 | $288K | Buy |
4,621
+48
| +1% | +$3.1K | 0.04% | 415 |
|
|
2014
Q2 | $287K | Buy |
4,573
+579
| +14% | +$36.4K | 0.05% | 410 |
|
|
2014
Q1 | $238K | Sell |
3,994
-119
| -3% | -$6.8K | 0.04% | 450 |
|
|
2013
Q4 | $220K | Buy |
+4,113
| New | +$245K | 0.05% | 434 |
|
Other funds holding WELL
Wedbush Securities's WELL Position: Q2 2026 in Review
Wedbush Securities reduced its Welltower (WELL) stake by 5.7% in Q2 2026, selling an estimated $33.8K and leaving 2,662 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #661.
Wedbush Securities first reported a position in WELL in Q4 2013 and has held it in 35 quarters since. The position peaked at $826K in Q3 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Wedbush Securities held 2,662 shares of Welltower worth $604K as of Q2 2026.
- Wedbush Securities sold 160 Welltower shares in Q2 2026, an estimated $33.8K.
- Welltower made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #661 holding.
- Wedbush Securities first reported a position in Welltower in Q4 2013 and has held it in 35 quarters since.
- Wedbush Securities's Welltower position peaked at $826K in Q3 2017.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.