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Ausdal Financial Partners’s Welltower WELL Stock Holding History

Ausdal Financial Partners’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 		$617K Buy
+2,717
New +$574K 0.02% 564
2018
Q1 		– Sell
-4,650
Closed -$297K – 392
2017
Q4 		$297K Buy
4,650
+420
+10% +$28.2K 0.11% 252
2017
Q3 		$297K Buy
4,230
+822
+24% +$59.8K 0.12% 229
2017
Q2 		$255K Buy
3,408
+347
+11% +$25.4K 0.11% 244
2017
Q1 		$217K Buy
+3,061
New +$207K 0.1% 250
2016
Q1 		– Sell
-1,857
Closed -$126K – 1023
2015
Q4 		$126K Buy
+1,857
New +$121K 0.06% 268

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

Ausdal Financial Partners's WELL Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in Welltower (WELL) in Q2 2026: 2,717 shares worth $617K. The stake represents 0.02% of the portfolio and ranks #564 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in WELL as recently as Q4 2017.

Ausdal Financial Partners first reported a position in WELL in Q4 2015 and has held it in 6 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Ausdal Financial Partners held 2,717 shares of Welltower worth $617K as of Q2 2026.
  • Welltower was a new Ausdal Financial Partners position in Q2 2026.
  • Welltower made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #564 holding.
  • Ausdal Financial Partners first reported a position in Welltower in Q4 2015 and has held it in 6 quarters since.
  • 1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.