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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
Q2 		$214K Buy
945
+21
+2% +$4.44K 0.09% 204
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 $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

AmeriFlex Group's WELL Position: Q2 2026 in Review

AmeriFlex Group increased its Welltower (WELL) stake by 2.3% in Q2 2026, buying an estimated $4.44K and bringing the position to 945 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #204.

AmeriFlex Group first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • AmeriFlex Group held 945 shares of Welltower worth $214K as of Q2 2026.
  • AmeriFlex Group bought 21 Welltower shares in Q2 2026, an estimated $4.44K.
  • Welltower made up 0.09% of AmeriFlex Group's portfolio in Q2 2026, its #204 holding.
  • AmeriFlex Group first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Welltower position peaked at $289K in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.