Cahill Financial Advisors’s Welltower WELL Stock Holding History

Cahill Financial Advisors’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	$372K	Sell	1,640 -29	-2%	-$6.13K	0.04%	223
2026 Q1	$330K	Sell	1,669 -50	-3%	-$9.88K	0.04%	231
2025 Q4	$319K	Buy	1,719 +1	+0.1%	+$187	0.03%	236
2025 Q3	$306K	Buy	1,718 +1	+0.1%	+$164	0.03%	239
2025 Q2	$264K	Buy	1,717 +1	+0.1%	+$149	0.03%	240
2025 Q1	$263K	Buy	1,716 +1	+0.1%	+$142	0.04%	230
2024 Q4	$216K	Sell	1,715 -107	-6%	-$14K	0.03%	249
2024 Q3	$233K	Buy	+1,822	New	+$213K	0.03%	234
2021 Q4	–	Sell	-1,693	Closed	-$140K	–	782
2021 Q3	$140K	Buy	+1,693	New	+$145K	0.03%	244

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cahill Financial Advisors's WELL Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $6.13K and leaving 1,640 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #223.

Cahill Financial Advisors first reported a position in WELL in Q3 2021 and has held it in 9 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Cahill Financial Advisors held 1,640 shares of Welltower worth $372K as of Q2 2026.
Cahill Financial Advisors sold 29 Welltower shares in Q2 2026, an estimated $6.13K.
Welltower made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #223 holding.
Cahill Financial Advisors first reported a position in Welltower in Q3 2021 and has held it in 9 quarters since.
1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.