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Catalyst Financial Partners’s Welltower WELL Stock Holding History

Catalyst Financial Partners’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 		$809K Buy
3,566
+80
+2% +$16.9K 0.08% 152
2026
Q1 		$689K Buy
3,486
+1,243
+55% +$246K 0.08% 157
2025
Q4 		$416K Buy
2,243
+136
+6% +$25.4K 0.05% 209
2025
Q3 		$375K Buy
2,107
+116
+6% +$19.1K 0.05% 207
2025
Q2 		$306K Buy
1,991
+137
+7% +$20.5K 0.03% 231
2025
Q1 		$284K Buy
1,854
+77
+4% +$11K 0.05% 222
2024
Q4 		$224K Buy
1,777
+87
+5% +$11.4K 0.04% 252
2024
Q3 		$216K Buy
+1,690
New +$197K 0.04% 250

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

Catalyst Financial Partners's WELL Position: Q2 2026 in Review

Catalyst Financial Partners increased its Welltower (WELL) stake by 2.3% in Q2 2026, buying an estimated $16.9K and bringing the position to 3,566 shares worth $809K. The position accounts for 0.08% of the portfolio, ranked #152.

Catalyst Financial Partners first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Catalyst Financial Partners held 3,566 shares of Welltower worth $809K as of Q2 2026.
  • Catalyst Financial Partners bought 80 Welltower shares in Q2 2026, an estimated $16.9K.
  • Welltower made up 0.08% of Catalyst Financial Partners's portfolio in Q2 2026, its #152 holding.
  • Catalyst Financial Partners first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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