Everhart Financial Group’s Welltower WELL Stock Holding History

Everhart Financial Group’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	$2.3M	Sell	10,138 -258	-2%	-$54.5K	0.15%	71
2026 Q1	$2.06M	Buy	10,396 +1,458	+16%	+$288K	0.18%	73
2025 Q4	$1.66M	Buy	8,938 +369	+4%	+$68.9K	0.15%	86
2025 Q3	$1.53M	Buy	8,569 +1,230	+17%	+$202K	0.15%	84
2025 Q2	$1.13M	Buy	7,339 +865	+13%	+$129K	0.13%	108
2025 Q1	$992K	Buy	6,474 +405	+7%	+$57.7K	0.14%	108
2024 Q4	$765K	Buy	6,069 +152	+3%	+$20K	0.16%	136
2024 Q3	$758K	Buy	5,917 +702	+13%	+$81.9K	0.17%	137
2024 Q2	$544K	Buy	5,215 +346	+7%	+$33.9K	0.14%	152
2024 Q1	$455K	Buy	4,869 +723	+17%	+$65.5K	0.13%	161
2023 Q4	$374K	Buy	4,146 +599	+17%	+$52K	0.13%	144
2023 Q3	$291K	Buy	3,547 +304	+9%	+$25K	0.12%	156
2023 Q2	$262K	Buy	3,243 +386	+14%	+$29.7K	0.11%	174
2023 Q1	$205K	Buy	+2,857	New	+$207K	0.09%	198

Other funds holding WELL

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Everhart Financial Group's WELL Position: Q2 2026 in Review

Everhart Financial Group reduced its Welltower (WELL) stake by 2.5% in Q2 2026, selling an estimated $54.5K and leaving 10,138 shares worth $2.3M. The position accounts for 0.15% of the portfolio, ranked #71.

Everhart Financial Group first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. 229 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Everhart Financial Group held 10,138 shares of Welltower worth $2.3M as of Q2 2026.
Everhart Financial Group sold 258 Welltower shares in Q2 2026, an estimated $54.5K.
Welltower made up 0.15% of Everhart Financial Group's portfolio in Q2 2026, its #71 holding.
Everhart Financial Group first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
229 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.