Financial Advisors Network’s Welltower WELL Stock Holding History

Financial Advisors Network’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	$289K	Buy	1,274 +5	+0.4%	+$1.06K	0.04%	172
2026 Q1	$251K	Buy	+1,269	New	+$251K	0.03%	172
2017 Q4	$353K	Sell	5,532 -3,449	-38%	-$231K	0.24%	78
2017 Q3	$631K	Buy	8,981 +232	+3%	+$16.9K	0.5%	43
2017 Q2	$655K	Sell	8,749 -205	-2%	-$15K	0.54%	40
2017 Q1	$643K	Sell	8,954 -217	-2%	-$14.6K	0.56%	41
2016 Q4	$606K	Buy	+9,171	New	+$607K	0.52%	41

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Financial Advisors Network increased its Welltower (WELL) stake by 0.39% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,274 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #172.

Financial Advisors Network first reported a position in WELL in Q4 2016 and has held it in 7 quarters since. The position peaked at $655K in Q2 2017. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Financial Advisors Network held 1,274 shares of Welltower worth $289K as of Q2 2026.
Financial Advisors Network bought 5 Welltower shares in Q2 2026, an estimated $1.06K.
Welltower made up 0.04% of Financial Advisors Network's portfolio in Q2 2026, its #172 holding.
Financial Advisors Network first reported a position in Welltower in Q4 2016 and has held it in 7 quarters since.
Financial Advisors Network's Welltower position peaked at $655K in Q2 2017.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.