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West Michigan Advisors’s Welltower WELL Stock Holding History

West Michigan 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
-1,079
Closed -$213K – 350
2026
Q1 		$213K Sell
1,079
-83
-7% -$16.4K 0.05% 285
2025
Q4 		$216K Buy
1,162
+1
+0.1% +$187 0.05% 254
2025
Q3 		$207K Buy
+1,161
New +$191K 0.05% 248
2024
Q4 		– Sell
-1,690
Closed -$216K – 240
2024
Q3 		$216K Buy
+1,690
New +$197K 0.07% 178

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

West Michigan Advisors's WELL Position: Q2 2026 in Review

West Michigan Advisors sold out of Welltower (WELL) in Q2 2026, closing a stake of 1,079 shares — an estimated $213K sold.

West Michigan Advisors first reported a position in WELL in Q3 2024 and held it in 4 quarters. The position peaked at $216K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • West Michigan Advisors reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • West Michigan Advisors sold 1,079 Welltower shares in Q2 2026, an estimated $213K.
  • West Michigan Advisors first reported a position in Welltower in Q3 2024 and held it in 4 quarters.
  • West Michigan Advisors's Welltower position peaked at $216K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.