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World Investment Advisors’s Welltower WELL Stock Holding History

World Investment 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 		$3.6M Sell
17,975
-177
-1% -$37.4K 0.06% 332
2026
Q1 		$3.59M Buy
18,152
+2,429
+15% +$480K 0.06% 337
2025
Q4 		$2.92M Buy
15,723
+3,427
+28% +$640K 0.05% 380
2025
Q3 		$2.19M Buy
12,296
+10,101
+460% +$1.66M 0.04% 381
2025
Q2 		$337K Sell
2,195
-205
-9% -$30.6K 0.01% 874
2025
Q1 		$368K Buy
2,400
+164
+7% +$23.4K 0.01% 794
2024
Q4 		$282K Buy
+2,236
New +$294K 0.01% 845

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

World Investment Advisors's WELL Position: Q2 2026 in Review

World Investment Advisors reduced its Welltower (WELL) stake by 0.98% in Q2 2026, selling an estimated $37.4K and leaving 17,975 shares worth $3.6M. The position accounts for 0.06% of the portfolio, ranked #332.

World Investment Advisors first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • World Investment Advisors held 17,975 shares of Welltower worth $3.6M as of Q2 2026.
  • World Investment Advisors sold 177 Welltower shares in Q2 2026, an estimated $37.4K.
  • Welltower made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #332 holding.
  • World Investment Advisors first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.