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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
Q2 		$61.7K Buy
271
+41
+18% +$8.67K 0.01% 300
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 $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

Dunhill Financial's WELL Position: Q2 2026 in Review

Dunhill Financial increased its Welltower (WELL) stake by 18% in Q2 2026, buying an estimated $8.67K and bringing the position to 271 shares worth $61.7K. The position accounts for 0.01% of the portfolio, ranked #300.

Dunhill Financial first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Dunhill Financial held 271 shares of Welltower worth $61.7K as of Q2 2026.
  • Dunhill Financial bought 41 Welltower shares in Q2 2026, an estimated $8.67K.
  • Welltower made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #300 holding.
  • Dunhill Financial first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.