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AmeriFlex Group’s Welltower WELL Stock Holding History

AmeriFlex 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
Q1 		$183K Sell
924
-1
-0.1% -$198 0.09% 182
2025
Q4 		$172K Sell
925
-698
-43% -$130K 0.09% 195
2025
Q3 		$289K Buy
1,623
+1,117
+221% +$184K 0.11% 156
2025
Q2 		$77.7K Sell
506
-110
-18% -$16.4K 0.04% 302
2025
Q1 		$94.4K Buy
616
+110
+22% +$15.7K 0.04% 346
2024
Q4 		$69.1K Buy
+506
New +$66.4K 0.03% 369

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AmeriFlex Group's WELL Position: Q1 2026 in Review

AmeriFlex Group reduced its Welltower (WELL) stake by 0.11% in Q1 2026, selling an estimated $198 and leaving 924 shares worth $183K. The position accounts for 0.09% of the portfolio, ranked #182.

AmeriFlex Group first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • AmeriFlex Group held 924 shares of Welltower worth $183K as of Q1 2026.
  • AmeriFlex Group sold 1 Welltower share in Q1 2026, an estimated $198.
  • Welltower made up 0.09% of AmeriFlex Group's portfolio in Q1 2026, its #182 holding.
  • AmeriFlex Group first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's Welltower position peaked at $289K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.