Family Wealth Partners’s Welltower WELL Stock Holding History

Family Wealth Partners’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	$835K	Buy	3,678 +48	+1%	+$10.1K	0.26%	50
2026 Q1	$717K	Buy	3,630 +63	+2%	+$12.4K	0.25%	49
2025 Q4	$662K	Buy	3,567 +2	+0.1%	+$374	0.24%	47
2025 Q3	$635K	Buy	3,565 +1,461	+69%	+$240K	0.24%	46
2025 Q2	$323K	Buy	+2,104	New	+$314K	0.13%	52

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

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

Family Wealth Partners's WELL Position: Q2 2026 in Review

Family Wealth Partners increased its Welltower (WELL) stake by 1.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,678 shares worth $835K. The position accounts for 0.26% of the portfolio, ranked #50.

Family Wealth Partners first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Family Wealth Partners held 3,678 shares of Welltower worth $835K as of Q2 2026.
Family Wealth Partners bought 48 Welltower shares in Q2 2026, an estimated $10.1K.
Welltower made up 0.26% of Family Wealth Partners's portfolio in Q2 2026, its #50 holding.
Family Wealth Partners first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.