Defiance ETFs’s Welltower WELL Stock Holding History

Defiance ETFs’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	$682K	Buy	2,961 +678	+30%	+$143K	0.01%	259
2026 Q1	$451K	Buy	+2,283	New	+$451K	0.01%	272

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Defiance ETFs's WELL Position: Q2 2026 in Review

Defiance ETFs increased its Welltower (WELL) stake by 30% in Q2 2026, buying an estimated $143K and bringing the position to 2,961 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #259.

Defiance ETFs first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Defiance ETFs held 2,961 shares of Welltower worth $682K as of Q2 2026.
Defiance ETFs bought 678 Welltower shares in Q2 2026, an estimated $143K.
Welltower made up 0.01% of Defiance ETFs's portfolio in Q2 2026, its #259 holding.
Defiance ETFs first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Defiance ETFs's 13F filing for Q2 2026, filed 14 Aug 2026.