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Birch Financial Group’s Welltower WELL Stock Holding History

Birch 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 		$228K Sell
1,002
-58
-5% -$12.3K 0.12% 126
2026
Q1 		$210K Sell
1,060
-53
-5% -$10.5K 0.12% 129
2025
Q4 		$207K Sell
1,113
-15
-1% -$2.8K 0.12% 131
2025
Q3 		$201K Buy
+1,128
New +$185K 0.12% 126
2025
Q2 		– Sell
-1,312
Closed -$201K – 124
2025
Q1 		$201K Buy
+1,312
New +$187K 0.18% 104

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Birch Financial Group reduced its Welltower (WELL) stake by 5.5% in Q2 2026, selling an estimated $12.3K and leaving 1,002 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #126.

Birch Financial Group first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 918 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Birch Financial Group held 1,002 shares of Welltower worth $228K as of Q2 2026.
  • Birch Financial Group sold 58 Welltower shares in Q2 2026, an estimated $12.3K.
  • Welltower made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #126 holding.
  • Birch Financial Group first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 918 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.