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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
Q2 		$14.4K Sell
64
-240
-79% -$50.7K 0.01% 112
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 $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

Collier Financial's WELL Position: Q2 2026 in Review

Collier Financial reduced its Welltower (WELL) stake by 79% in Q2 2026, selling an estimated $50.7K and leaving 64 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #112.

Collier Financial first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $60K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Collier Financial held 64 shares of Welltower worth $14.4K as of Q2 2026.
  • Collier Financial sold 240 Welltower shares in Q2 2026, an estimated $50.7K.
  • Welltower made up 0.01% of Collier Financial's portfolio in Q2 2026, its #112 holding.
  • Collier Financial first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Collier Financial's Welltower position peaked at $60K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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