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Beto Financial Group’s Welltower WELL Stock Holding History

Beto 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 		$918K Buy
3,749
+27
+0.7% +$5.71K 0.48% 51
2026
Q1 		$793K Buy
3,722
+28
+0.8% +$5.53K 0.46% 52
2025
Q4 		$692K Buy
+3,694
New +$690K 0.47% 49

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

Beto Financial Group's WELL Position: Q2 2026 in Review

Beto Financial Group increased its Welltower (WELL) stake by 0.73% in Q2 2026, buying an estimated $5.71K and bringing the position to 3,749 shares worth $918K. The position accounts for 0.48% of the portfolio, ranked #51.

Beto Financial Group first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Beto Financial Group held 3,749 shares of Welltower worth $918K as of Q2 2026.
  • Beto Financial Group bought 27 Welltower shares in Q2 2026, an estimated $5.71K.
  • Welltower made up 0.48% of Beto Financial Group's portfolio in Q2 2026, its #51 holding.
  • Beto Financial Group first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.