FFA
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Fairfield Financial Advisors’s Welltower WELL Stock Holding History

Fairfield Financial Advisors’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 		$9.13M Buy
40,229
+3,498
+10% +$740K 3.6% 8
2026
Q1 		$7.26M Buy
36,731
+1,273
+4% +$252K 2.5% 14
2025
Q4 		$6.58M Buy
35,458
+2,406
+7% +$449K 2.15% 14
2025
Q3 		$5.89M Buy
33,052
+6,533
+25% +$1.07M 1.98% 17
2025
Q2 		$4.08M Buy
26,519
+8,492
+47% +$1.27M 1.43% 19
2025
Q1 		$2.76M Buy
18,027
+2,403
+15% +$342K 1.04% 24
2024
Q4 		$1.97M Buy
15,624
+703
+5% +$92.3K 0.69% 29
2024
Q3 		$1.91M Buy
14,921
+386
+3% +$45K 0.65% 32
2024
Q2 		$1.52M Buy
+14,535
New +$1.42M 0.45% 33
2023
Q4 		$928K Buy
10,294
+3,281
+47% +$285K 0.35% 38
2023
Q3 		$575K Buy
7,013
+3,633
+107% +$299K 0.24% 43
2023
Q2 		$273K Buy
3,380
+2,512
+289% +$194K 0.11% 56
2023
Q1 		$61.6K Buy
868
+7
+0.8% +$508 0.03% 123
2022
Q4 		$56.5K Buy
861
+7
+0.8% +$450 0.03% 120
2022
Q3 		$54.9K Buy
854
+7
+0.8% +$547 0.03% 113
2022
Q2 		$69.8K Buy
847
+6
+0.7% +$534 0.03% 97
2022
Q1 		$80.9K Buy
+841
New +$73K 0.03% 98

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

Fairfield Financial Advisors's WELL Position: Q2 2026 in Review

Fairfield Financial Advisors increased its Welltower (WELL) stake by 9.5% in Q2 2026, buying an estimated $740K and bringing the position to 40,229 shares worth $9.13M. The position accounts for 3.6% of the portfolio, ranked #8.

Fairfield Financial Advisors first reported a position in WELL in Q1 2022 and has held it in 17 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Fairfield Financial Advisors held 40,229 shares of Welltower worth $9.13M as of Q2 2026.
  • Fairfield Financial Advisors bought 3,498 Welltower shares in Q2 2026, an estimated $740K.
  • Welltower made up 3.6% of Fairfield Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Fairfield Financial Advisors first reported a position in Welltower in Q1 2022 and has held it in 17 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.