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Albion Financial Group’s Welltower WELL Stock Holding History

Albion Financial 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 		$33.6K Sell
148
-38
-20% -$8.03K ﹤0.01% 319
2026
Q1 		$36.8K Buy
186
+38
+26% +$7.51K ﹤0.01% 294
2025
Q4 		$27.5K Sell
148
-15
-9% -$2.8K ﹤0.01% 315
2025
Q3 		$29K Buy
163
+15
+10% +$2.47K ﹤0.01% 308
2025
Q2 		$22.8K Hold
148
– – ﹤0.01% 302
2025
Q1 		$22.7K Hold
148
– – ﹤0.01% 304
2024
Q4 		$18.7K Buy
148
+13
+10% +$1.71K ﹤0.01% 342
2024
Q3 		$17.3K Hold
135
– – ﹤0.01% 306
2024
Q2 		$14.1K Hold
135
– – ﹤0.01% 311
2024
Q1 		$12.6K Hold
135
– – ﹤0.01% 301
2023
Q4 		$12.2K Hold
135
– – ﹤0.01% 298
2023
Q3 		$11.1K Hold
135
– – ﹤0.01% 293
2023
Q2 		$10.9K Hold
135
– – ﹤0.01% 307
2023
Q1 		$9.68K Hold
135
– – ﹤0.01% 307
2022
Q4 		$8.85K Hold
135
– – ﹤0.01% 314
2022
Q3 		$9K Hold
135
– – ﹤0.01% 319
2022
Q2 		$11K Sell
135
-65
-33% -$5.78K ﹤0.01% 317
2022
Q1 		$19K Sell
200
-407
-67% -$35.3K ﹤0.01% 321
2021
Q4 		$52K Sell
607
-30
-5% -$2.5K ﹤0.01% 281
2021
Q3 		$52K Hold
637
– – ﹤0.01% 241
2021
Q2 		$53K Buy
+637
New +$48.8K ﹤0.01% 247
2020
Q4 		$41K Buy
+637
New +$38.7K ﹤0.01% 253

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

Albion Financial Group's WELL Position: Q2 2026 in Review

Albion Financial Group reduced its Welltower (WELL) stake by 20% in Q2 2026, selling an estimated $8.03K and leaving 148 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Albion Financial Group first reported a position in WELL in Q4 2020 and has held it in 22 quarters since. The position peaked at $53K in Q2 2021. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Albion Financial Group held 148 shares of Welltower worth $33.6K as of Q2 2026.
  • Albion Financial Group sold 38 Welltower shares in Q2 2026, an estimated $8.03K.
  • Welltower made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #319 holding.
  • Albion Financial Group first reported a position in Welltower in Q4 2020 and has held it in 22 quarters since.
  • Albion Financial Group's Welltower position peaked at $53K in Q2 2021.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.