FIG Financial Advisory Services’s Welltower WELL Stock Holding History

FIG Financial Advisory Services's WELL Position: Q2 2026 in Review

FIG Financial Advisory Services increased its Welltower (WELL) stake by 63% in Q2 2026, buying an estimated $848K and bringing the position to 10,365 shares worth $2.35M. The position accounts for 1.38% of the portfolio, ranked #13.

FIG Financial Advisory Services first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

• FIG Financial Advisory Services held 10,365 shares of Welltower worth $2.35M as of Q2 2026.
• FIG Financial Advisory Services bought 4,012 Welltower shares in Q2 2026, an estimated $848K.
• Welltower made up 1.38% of FIG Financial Advisory Services's portfolio in Q2 2026, its #13 holding.
• FIG Financial Advisory Services first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
• 1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.