FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Welltower WELL Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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	$2.35M	Buy	10,365 +4,012	+63%	+$848K	1.38%	13
2026 Q1	$1.26M	Buy	6,353 +12	+0.2%	+$2.37K	0.79%	44
2025 Q4	$1.18M	Sell	6,341 -1,223	-16%	-$228K	0.75%	42
2025 Q3	$1.35M	Sell	7,564 -83	-1%	-$13.6K	0.84%	37
2025 Q2	$1.18M	Buy	7,647 +529	+7%	+$79.1K	0.79%	40
2025 Q1	$1.09M	Sell	7,118 -950	-12%	-$135K	0.77%	36
2024 Q4	$1.02M	Buy	+8,068	New	+$1.06M	0.69%	47

Other funds holding WELL

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's WELL Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV increased its Welltower (WELL) stake by 63% in Q2 2026, buying an estimated $848K and bringing the position to 10,365 shares worth $2.35M. The position accounts for 1.38% of the portfolio, ranked #13.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 977 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

FIG FINANCIAL ADVISORY SERVICES INC /ADV held 10,365 shares of Welltower worth $2.35M as of Q2 2026.
FIG FINANCIAL ADVISORY SERVICES INC /ADV bought 4,012 Welltower shares in Q2 2026, an estimated $848K.
Welltower made up 1.38% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #13 holding.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
977 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.