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AA Financial Advisors’s Welltower WELL Stock Holding History

AA Financial 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 		$1.02M Buy
4,475
+131
+3% +$27.7K 0.12% 110
2026
Q1 		$859K Buy
4,344
+506
+13% +$100K 0.12% 119
2025
Q4 		$712K Buy
3,838
+289
+8% +$54K 0.13% 107
2025
Q3 		$632K Sell
3,549
-33
-0.9% -$5.42K 0.12% 100
2025
Q2 		$551K Hold
3,582
– – 0.12% 105
2025
Q1 		$549K Buy
3,582
+1,164
+48% +$166K 0.13% 97
2024
Q4 		$305K Hold
2,418
– – 0.08% 132
2024
Q3 		$310K Buy
2,418
+48
+2% +$5.6K 0.09% 133
2024
Q2 		$247K Buy
+2,370
New +$232K 0.09% 147

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

AA Financial Advisors's WELL Position: Q2 2026 in Review

AA Financial Advisors increased its Welltower (WELL) stake by 3% in Q2 2026, buying an estimated $27.7K and bringing the position to 4,475 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #110.

AA Financial Advisors first reported a position in WELL in Q2 2024 and has held it in 9 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AA Financial Advisors held 4,475 shares of Welltower worth $1.02M as of Q2 2026.
  • AA Financial Advisors bought 131 Welltower shares in Q2 2026, an estimated $27.7K.
  • Welltower made up 0.12% of AA Financial Advisors's portfolio in Q2 2026, its #110 holding.
  • AA Financial Advisors first reported a position in Welltower in Q2 2024 and has held it in 9 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.