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Bare Financial Services’s Welltower WELL Stock Holding History

Bare Financial Services’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 		$26.6K Buy
117
+43
+58% +$9.09K 0.01% 176
2026
Q1 		$14.6K Buy
74
+17
+30% +$3.36K ﹤0.01% 189
2025
Q4 		$10.6K Sell
57
-6
-10% -$1.12K ﹤0.01% 229
2025
Q3 		$11.2K Buy
63
+30
+91% +$4.93K ﹤0.01% 203
2025
Q2 		$5.07K Buy
33
+29
+725% +$4.33K ﹤0.01% 471
2025
Q1 		$613 Buy
+4
New +$570 ﹤0.01% 698

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

Bare Financial Services's WELL Position: Q2 2026 in Review

Bare Financial Services increased its Welltower (WELL) stake by 58% in Q2 2026, buying an estimated $9.09K and bringing the position to 117 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #176.

Bare Financial Services first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Bare Financial Services held 117 shares of Welltower worth $26.6K as of Q2 2026.
  • Bare Financial Services bought 43 Welltower shares in Q2 2026, an estimated $9.09K.
  • Welltower made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #176 holding.
  • Bare Financial Services first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.