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Advus Financial Partners, LLC’s Welltower WELL Stock Holding History

Advus Financial Partners, LLC’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 		$264K Sell
1,165
-33
-3% -$6.98K 0.06% 215
2026
Q1 		$237K Buy
1,198
+97
+9% +$19.2K 0.06% 222
2025
Q4 		$204K Buy
+1,101
New +$206K 0.05% 239

Other funds holding WELL

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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

Advus Financial Partners, LLC's WELL Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Welltower (WELL) stake by 2.8% in Q2 2026, selling an estimated $6.98K and leaving 1,165 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #215.

Advus Financial Partners, LLC first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,592 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Advus Financial Partners, LLC held 1,165 shares of Welltower worth $264K as of Q2 2026.
  • Advus Financial Partners, LLC sold 33 Welltower shares in Q2 2026, an estimated $6.98K.
  • Welltower made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #215 holding.
  • Advus Financial Partners, LLC first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.