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Ares Financial Consulting’s Welltower WELL Stock Holding History

Ares Financial Consulting’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 		$124K Hold
545
– – 0.09% 125
2026
Q1 		$108K Buy
545
+421
+340% +$83.2K 0.09% 121
2025
Q4 		$23K Buy
+124
New +$23.2K 0.02% 242

Other funds holding WELL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Ares Financial Consulting's WELL Position: Q2 2026 in Review

Ares Financial Consulting held its Welltower (WELL) position steady in Q2 2026 at 545 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #125.

Ares Financial Consulting first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ares Financial Consulting held 545 shares of Welltower worth $124K as of Q2 2026.
  • Ares Financial Consulting left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.09% of Ares Financial Consulting's portfolio in Q2 2026, its #125 holding.
  • Ares Financial Consulting first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 797 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.