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Dunhill Financial’s Welltower WELL Stock Holding History

Dunhill 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 		$45.6K Buy
230
+7
+3% +$1.38K 0.01% 325
2025
Q4 		$41.4K Buy
223
+36
+19% +$6.72K 0.01% 301
2025
Q3 		$33.4K Hold
187
– – 0.01% 304
2025
Q2 		$28.8K Buy
187
+82
+78% +$12.3K 0.01% 289
2025
Q1 		$16.1K Sell
105
-23
-18% -$3.28K 0.01% 327
2024
Q4 		$16.1K Buy
128
+23
+22% +$3.02K 0.01% 301
2024
Q3 		$13.4K Buy
105
+36
+52% +$4.2K 0.01% 329
2024
Q2 		$7.2K Buy
69
+1
+1% +$98 ﹤0.01% 345
2024
Q1 		$6.35K Buy
68
+7
+11% +$634 ﹤0.01% 291
2023
Q4 		$5.5K Buy
+61
New +$5.29K 0.01% 281

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

Dunhill Financial's WELL Position: Q1 2026 in Review

Dunhill Financial increased its Welltower (WELL) stake by 3.1% in Q1 2026, buying an estimated $1.38K and bringing the position to 230 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #325.

Dunhill Financial first reported a position in WELL in Q4 2023 and has held it in 10 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Dunhill Financial held 230 shares of Welltower worth $45.6K as of Q1 2026.
  • Dunhill Financial bought 7 Welltower shares in Q1 2026, an estimated $1.38K.
  • Welltower made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #325 holding.
  • Dunhill Financial first reported a position in Welltower in Q4 2023 and has held it in 10 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.