FFA
WELL icon

Farther Finance Advisors’s Welltower WELL Stock Holding History

Farther Finance 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 		$3.04M Buy
13,408
+2,124
+19% +$449K 0.02% 561
2026
Q1 		$2.24M Buy
11,284
+1,141
+11% +$225K 0.02% 598
2025
Q4 		$1.88M Buy
10,143
+1,675
+20% +$313K 0.02% 609
2025
Q3 		$1.51M Buy
8,468
+1,331
+19% +$219K 0.02% 556
2025
Q2 		$1.1M Buy
7,137
+1,928
+37% +$288K 0.02% 558
2025
Q1 		$803K Buy
5,209
+1,661
+47% +$237K 0.02% 595
2024
Q4 		$447K Sell
3,548
-62
-2% -$8.14K 0.02% 628
2024
Q3 		$462K Buy
3,610
+1,261
+54% +$147K 0.02% 618
2024
Q2 		$244K Buy
2,349
+311
+15% +$30.5K 0.01% 756
2024
Q1 		$187K Buy
2,038
+39
+2% +$3.53K 0.01% 710
2023
Q4 		$180K Buy
1,999
+857
+75% +$74.4K 0.01% 581
2023
Q3 		$93.6K Buy
1,142
+670
+142% +$55.1K 0.01% 586
2023
Q2 		$38.2K Buy
472
+10
+2% +$770 0.01% 752
2023
Q1 		$33.1K Buy
462
+34
+8% +$2.47K 0.01% 736
2022
Q4 		$28.1K Buy
+428
New +$27.5K 0.01% 625

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

Farther Finance Advisors's WELL Position: Q2 2026 in Review

Farther Finance Advisors increased its Welltower (WELL) stake by 19% in Q2 2026, buying an estimated $449K and bringing the position to 13,408 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #561.

Farther Finance Advisors first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Farther Finance Advisors held 13,408 shares of Welltower worth $3.04M as of Q2 2026.
  • Farther Finance Advisors bought 2,124 Welltower shares in Q2 2026, an estimated $449K.
  • Welltower made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #561 holding.
  • Farther Finance Advisors first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.