BF
WELL icon

bLong Financial’s Welltower WELL Stock Holding History

bLong Financial’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 		$556K Hold
2,450
– – 0.36% 39
2026
Q1 		$484K Hold
2,450
– – 0.37% 42
2025
Q4 		$455K Hold
2,450
– – 0.32% 41
2025
Q3 		$436K Hold
2,450
– – 0.3% 45
2025
Q2 		$377K Hold
2,450
– – 0.29% 49
2025
Q1 		$375K Hold
2,450
– – 0.33% 49
2024
Q4 		$309K Buy
+2,450
New +$322K 0.25% 57

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

bLong Financial's WELL Position: Q2 2026 in Review

bLong Financial held its Welltower (WELL) position steady in Q2 2026 at 2,450 shares worth $556K. The position accounts for 0.36% of the portfolio, ranked #39.

bLong Financial first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • bLong Financial held 2,450 shares of Welltower worth $556K as of Q2 2026.
  • bLong Financial left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.36% of bLong Financial's portfolio in Q2 2026, its #39 holding.
  • bLong Financial first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on bLong Financial's 13F filing for Q2 2026, filed 21 Jul 2026.