Wiser Advisor Group’s Welltower WELL Stock Holding History

Wiser Advisor 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	$150K	Buy	661 +2	+0.3%	+$423	0.16%	56
2026 Q1	$130K	Buy	659 +2	+0.3%	+$395	0.16%	59
2025 Q4	$122K	Buy	657 +1	+0.2%	+$187	0.14%	64
2025 Q3	$117K	Buy	+656	New	+$108K	0.15%	61
2025 Q2	–	Sell	-656	Closed	-$100K	–	260
2025 Q1	$100K	Buy	656 +3	+0.5%	+$427	0.15%	67
2024 Q4	$82.3K	Buy	653 +9	+1%	+$1.18K	0.12%	77
2024 Q3	$82.4K	Buy	644 +3	+0.5%	+$350	0.12%	75
2024 Q2	$66.7K	Buy	641 +6	+0.9%	+$588	0.1%	77
2024 Q1	$59.4K	Buy	635 +3	+0.5%	+$272	0.09%	81
2023 Q4	$57K	Buy	+632	New	+$54.8K	0.09%	85

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wiser Advisor Group's WELL Position: Q2 2026 in Review

Wiser Advisor Group increased its Welltower (WELL) stake by 0.3% in Q2 2026, buying an estimated $423 and bringing the position to 661 shares worth $150K. The position accounts for 0.16% of the portfolio, ranked #56.

Wiser Advisor Group first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,595 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Wiser Advisor Group held 661 shares of Welltower worth $150K as of Q2 2026.
Wiser Advisor Group bought 2 Welltower shares in Q2 2026, an estimated $423.
Welltower made up 0.16% of Wiser Advisor Group's portfolio in Q2 2026, its #56 holding.
Wiser Advisor Group first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
1,595 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.