EFS
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Essex Financial Services’s Welltower WELL Stock Holding History

Essex Financial Services’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 		$1.37M Buy
6,027
+271
+5% +$57.3K 0.07% 249
2026
Q1 		$1.14M Buy
5,756
+1,966
+52% +$389K 0.06% 258
2025
Q4 		$703K Buy
3,790
+771
+26% +$144K 0.04% 363
2025
Q3 		$538K Buy
3,019
+349
+13% +$57.4K 0.03% 407
2025
Q2 		$411K Buy
2,670
+52
+2% +$7.77K 0.03% 450
2025
Q1 		$401K Buy
2,618
+23
+0.9% +$3.28K 0.03% 428
2024
Q4 		$327K Sell
2,595
-8
-0.3% -$1.05K 0.02% 469
2024
Q3 		$339K Buy
2,603
+26
+1% +$3.03K 0.02% 458
2024
Q2 		$298K Buy
2,577
+295
+13% +$28.9K 0.02% 478
2024
Q1 		$213K Buy
+2,282
New +$207K 0.02% 497
2020
Q1 		– Sell
-3,425
Closed -$280K – 280
2019
Q4 		$280K Buy
3,425
+200
+6% +$17.1K 0.08% 218
2019
Q3 		$292K Sell
3,225
-149
-4% -$13K 0.09% 192
2019
Q2 		$275K Hold
3,374
– – 0.08% 192
2019
Q1 		$262K Hold
3,374
– – 0.08% 191
2018
Q4 		$234K Sell
3,374
-100
-3% -$6.8K 0.07% 213
2018
Q3 		$223K Sell
3,474
-575
-14% -$37.1K 0.05% 260
2018
Q2 		$254K Hold
4,049
– – 0.06% 229
2018
Q1 		$220K Buy
4,049
+354
+10% +$20K 0.04% 317
2017
Q4 		$236K Sell
3,695
-560
-13% -$37.6K 0.06% 245
2017
Q3 		$299K Hold
4,255
– – 0.07% 212
2017
Q2 		$318K Buy
4,255
+860
+25% +$62.9K 0.07% 259
2017
Q1 		$240K Buy
+3,395
New +$229K 0.06% 285

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 $3.38T AUM 44.17% 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

Essex Financial Services's WELL Position: Q2 2026 in Review

Essex Financial Services increased its Welltower (WELL) stake by 4.7% in Q2 2026, buying an estimated $57.3K and bringing the position to 6,027 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #249.

Essex Financial Services first reported a position in WELL in Q1 2017 and has held it in 22 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Essex Financial Services held 6,027 shares of Welltower worth $1.37M as of Q2 2026.
  • Essex Financial Services bought 271 Welltower shares in Q2 2026, an estimated $57.3K.
  • Welltower made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #249 holding.
  • Essex Financial Services first reported a position in Welltower in Q1 2017 and has held it in 22 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.