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Beacon Financial Advisory’s Welltower WELL Stock Holding History

Beacon Financial Advisory’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 		$225K Buy
+990
New +$209K 0.04% 393

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

Beacon Financial Advisory's WELL Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Welltower (WELL) in Q2 2026: 990 shares worth $225K. The stake represents 0.04% of the portfolio and ranks #393 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beacon Financial Advisory held 990 shares of Welltower worth $225K as of Q2 2026.
  • Welltower was a new Beacon Financial Advisory position in Q2 2026.
  • Welltower made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #393 holding.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.