Barnes Pettey Financial Advisors’s Welltower WELL Stock Holding History

Barnes Pettey Financial Advisors’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	$517K	Hold	2,277	–	–	0.16%	104
2026 Q1	$450K	Hold	2,277	–	–	0.2%	95
2025 Q4	$423K	Hold	2,277	–	–	0.21%	89
2025 Q3	$406K	Buy	+2,277	New	+$374K	0.22%	80
2025 Q1	–	Sell	-2,352	Closed	-$296K	–	107
2024 Q4	$296K	Sell	2,352 -150	-6%	-$19.7K	0.23%	76
2024 Q3	$320K	Hold	2,502	–	–	0.26%	70
2024 Q2	$261K	Sell	2,502 -300	-11%	-$29.4K	0.22%	75
2024 Q1	$262K	Hold	2,802	–	–	0.23%	77
2023 Q4	$253K	Hold	2,802	–	–	0.21%	82
2023 Q3	$230K	Hold	2,802	–	–	0.21%	85
2023 Q2	$227K	Hold	2,802	–	–	0.2%	90
2023 Q1	$201K	Buy	+2,802	New	+$203K	0.19%	99
2022 Q3	–	Sell	-2,802	Closed	-$231K	–	94
2022 Q2	$231K	Hold	2,802	–	–	0.3%	79
2022 Q1	$269K	Hold	2,802	–	–	0.33%	72
2021 Q4	$240K	Buy	+2,802	New	+$234K	0.28%	80

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Barnes Pettey Financial Advisors's WELL Position: Q2 2026 in Review

Barnes Pettey Financial Advisors held its Welltower (WELL) position steady in Q2 2026 at 2,277 shares worth $517K. The position accounts for 0.16% of the portfolio, ranked #104.

Barnes Pettey Financial Advisors first reported a position in WELL in Q4 2021 and has held it in 15 quarters since. 742 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Barnes Pettey Financial Advisors held 2,277 shares of Welltower worth $517K as of Q2 2026.
Barnes Pettey Financial Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.16% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #104 holding.
Barnes Pettey Financial Advisors first reported a position in Welltower in Q4 2021 and has held it in 15 quarters since.
742 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.