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WESPAC Advisors’s Welltower WELL Stock Holding History

WESPAC 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 		$1.81M Buy
+7,987
New +$1.69M 0.88% 24
2015
Q3 		– Sell
-3,812
Closed -$250K – 114
2015
Q2 		$250K Hold
3,812
– – 0.19% 97
2015
Q1 		$295K Sell
3,812
-200
-5% -$15.7K 0.22% 96
2014
Q4 		$304K Buy
4,012
+200
+5% +$14.3K 0.21% 95
2014
Q3 		$238K Buy
+3,812
New +$246K 0.19% 111

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

WESPAC Advisors's WELL Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Welltower (WELL) in Q2 2026: 7,987 shares worth $1.81M. The stake represents 0.88% of the portfolio and ranks #24 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in WELL as recently as Q2 2015.

WESPAC Advisors first reported a position in WELL in Q3 2014 and has held it in 5 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • WESPAC Advisors held 7,987 shares of Welltower worth $1.81M as of Q2 2026.
  • Welltower was a new WESPAC Advisors position in Q2 2026.
  • Welltower made up 0.88% of WESPAC Advisors's portfolio in Q2 2026, its #24 holding.
  • WESPAC Advisors first reported a position in Welltower in Q3 2014 and has held it in 5 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.