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Carter Financial Group’s Welltower WELL Stock Holding History

Carter 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 		$242K Sell
1,066
-23
-2% -$4.86K 0.13% 111
2026
Q1 		$215K Buy
+1,089
New +$215K 0.13% 110

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Carter Financial Group reduced its Welltower (WELL) stake by 2.1% in Q2 2026, selling an estimated $4.86K and leaving 1,066 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #111.

Carter Financial Group first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Carter Financial Group held 1,066 shares of Welltower worth $242K as of Q2 2026.
  • Carter Financial Group sold 23 Welltower shares in Q2 2026, an estimated $4.86K.
  • Welltower made up 0.13% of Carter Financial Group's portfolio in Q2 2026, its #111 holding.
  • Carter Financial Group first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.