Burkett Financial Services’s Welltower WELL Stock Holding History

Burkett Financial Services’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	–	Sell	-147	Closed	-$29.1K	–	282
2026 Q1	$29.1K	Buy	147 +1	+0.7%	+$198	0.01%	124
2025 Q4	$27.2K	Hold	146	–	–	0.01%	127
2025 Q3	$26K	Buy	146 +1	+0.7%	+$164	0.01%	130
2025 Q2	$22.4K	Hold	145	–	–	0.01%	124
2025 Q1	$22.2K	Buy	145 +1	+0.7%	+$142	0.01%	128
2024 Q4	$18.2K	Buy	144 +1	+0.7%	+$131	0.01%	125
2024 Q3	$18.4K	Hold	143	–	–	0.01%	117
2024 Q2	$14.9K	Buy	143 +1	+0.7%	+$98	0.01%	123
2024 Q1	$13.3K	Buy	142 +1	+0.7%	+$91	0.01%	134
2023 Q4	$12.7K	Buy	+141	New	+$12.2K	0.01%	129

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Burkett Financial Services's WELL Position: Q2 2026 in Review

Burkett Financial Services sold out of Welltower (WELL) in Q2 2026, closing a stake of 147 shares — an estimated $29.1K sold.

Burkett Financial Services first reported a position in WELL in Q4 2023 and held it in 10 quarters. The position peaked at $29.1K in Q1 2026. 862 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Burkett Financial Services reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Burkett Financial Services sold 147 Welltower shares in Q2 2026, an estimated $29.1K.
Burkett Financial Services first reported a position in Welltower in Q4 2023 and held it in 10 quarters.
Burkett Financial Services's Welltower position peaked at $29.1K in Q1 2026.
862 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.