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Beacon Financial Group’s Welltower WELL Stock Holding History

Beacon Financial Group’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 		$304K Buy
1,339
+65
+5% +$13.7K 0.03% 314
2026
Q1 		$252K Buy
1,274
+19
+2% +$3.75K 0.03% 312
2025
Q4 		$233K Buy
1,255
+5
+0.4% +$934 0.02% 317
2025
Q3 		$223K Buy
+1,250
New +$205K 0.02% 330
2018
Q4 		– Sell
-4,427
Closed -$285K – 190
2018
Q3 		$285K Sell
4,427
-400
-8% -$25.8K 0.05% 172
2018
Q2 		$303K Sell
4,827
-500
-9% -$27.9K 0.05% 165
2018
Q1 		$290K Buy
+5,327
New +$301K 0.05% 177
2016
Q4 		– Sell
-69,765
Closed -$5.29M – 186
2016
Q3 		$5.29M Buy
69,765
+305
+0.4% +$23.4K 1.11% 34
2016
Q2 		$5.25M Sell
69,460
-61
-0.1% -$4.33K 1.15% 34
2016
Q1 		$4.79M Sell
69,521
-40,382
-37% -$2.6M 1.03% 36
2015
Q4 		$7.51M Buy
109,903
+3,711
+3% +$242K 1.73% 20
2015
Q3 		$7.15M Sell
106,192
-1,705
-2% -$114K 1.75% 19
2015
Q2 		$7.09M Buy
107,897
+15,257
+16% +$1.09M 1.54% 21
2015
Q1 		$7.29M Buy
92,640
+988
+1% +$77.8K 1.62% 15
2014
Q4 		$7.03M Sell
91,652
-892
-1% -$63.7K 1.46% 17
2014
Q3 		$5.8M Buy
92,544
+1,449
+2% +$93.4K 1.26% 23
2014
Q2 		$5.71M Buy
91,095
+4,825
+6% +$304K 1.26% 24
2014
Q1 		$5.1M Buy
86,270
+19,759
+30% +$1.13M 1.05% 26
2013
Q4 		$3.55M Buy
66,511
+29,819
+81% +$1.77M 0.68% 40
2013
Q3 		$2.32M Buy
+36,692
New +$2.33M 0.5% 54

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 Group's WELL Position: Q2 2026 in Review

Beacon Financial Group increased its Welltower (WELL) stake by 5.1% in Q2 2026, buying an estimated $13.7K and bringing the position to 1,339 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #314.

Beacon Financial Group first reported a position in WELL in Q3 2013 and has held it in 20 quarters since. The position peaked at $7.51M in Q4 2015. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beacon Financial Group held 1,339 shares of Welltower worth $304K as of Q2 2026.
  • Beacon Financial Group bought 65 Welltower shares in Q2 2026, an estimated $13.7K.
  • Welltower made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #314 holding.
  • Beacon Financial Group first reported a position in Welltower in Q3 2013 and has held it in 20 quarters since.
  • Beacon Financial Group's Welltower position peaked at $7.51M in Q4 2015.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.