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Wilkerson Advisory Group’s Welltower WELL Stock Holding History

Wilkerson Advisory Group’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 		$131K Sell
578
-1,080
-65% -$228K 0.04% 139
2026
Q1 		$328K Buy
1,658
+1,577
+1,947% +$312K 0.11% 71
2025
Q4 		$15K Buy
+81
New +$15.1K 0.01% 278

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

Wilkerson Advisory Group's WELL Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Welltower (WELL) stake by 65% in Q2 2026, selling an estimated $228K and leaving 578 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #139.

Wilkerson Advisory Group first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. The position peaked at $328K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wilkerson Advisory Group held 578 shares of Welltower worth $131K as of Q2 2026.
  • Wilkerson Advisory Group sold 1,080 Welltower shares in Q2 2026, an estimated $228K.
  • Welltower made up 0.04% of Wilkerson Advisory Group's portfolio in Q2 2026, its #139 holding.
  • Wilkerson Advisory Group first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Welltower position peaked at $328K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.