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Collier Financial’s Welltower WELL Stock Holding History

Collier 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
Q1 		$60K Buy
304
+2
+0.7% +$395 0.05% 63
2025
Q4 		$56.1K Buy
302
+1
+0.3% +$187 0.04% 67
2025
Q3 		$53.7K Buy
+301
New +$49.5K 0.04% 75

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Collier Financial's WELL Position: Q1 2026 in Review

Collier Financial increased its Welltower (WELL) stake by 0.66% in Q1 2026, buying an estimated $395 and bringing the position to 304 shares worth $60K. The position accounts for 0.05% of the portfolio, ranked #63.

Collier Financial first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,481 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Collier Financial held 304 shares of Welltower worth $60K as of Q1 2026.
  • Collier Financial bought 2 Welltower shares in Q1 2026, an estimated $395.
  • Welltower made up 0.05% of Collier Financial's portfolio in Q1 2026, its #63 holding.
  • Collier Financial first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Collier Financial's 13F filing for Q1 2026, filed 12 May 2026.