FWI
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Facet Wealth Inc’s Welltower WELL Stock Holding History

Facet Wealth Inc’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 		$667K Buy
2,940
+822
+39% +$174K 0.01% 172
2026
Q1 		$419K Sell
2,118
-365
-15% -$72.1K 0.01% 194
2025
Q4 		$457K Buy
2,483
+1,080
+77% +$202K 0.01% 166
2025
Q3 		$250K Buy
1,403
+124
+10% +$20.4K 0.01% 188
2025
Q2 		$211K Buy
+1,279
New +$191K ﹤0.01% 171

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

Facet Wealth Inc's WELL Position: Q2 2026 in Review

Facet Wealth Inc increased its Welltower (WELL) stake by 39% in Q2 2026, buying an estimated $174K and bringing the position to 2,940 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #172.

Facet Wealth Inc first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Facet Wealth Inc held 2,940 shares of Welltower worth $667K as of Q2 2026.
  • Facet Wealth Inc bought 822 Welltower shares in Q2 2026, an estimated $174K.
  • Welltower made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #172 holding.
  • Facet Wealth Inc first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.