FC
WELL icon

Financial Consulate’s Welltower WELL Stock Holding History

Financial Consulate’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 		$42.7K Buy
188
+2
+1% +$423 ﹤0.01% 376
2026
Q1 		$36.7K Buy
186
+5
+3% +$988 ﹤0.01% 377
2025
Q4 		$33.7K Buy
+181
New +$33.8K ﹤0.01% 384

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

Financial Consulate's WELL Position: Q2 2026 in Review

Financial Consulate increased its Welltower (WELL) stake by 1.1% in Q2 2026, buying an estimated $423 and bringing the position to 188 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Financial Consulate first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Financial Consulate held 188 shares of Welltower worth $42.7K as of Q2 2026.
  • Financial Consulate bought 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #376 holding.
  • Financial Consulate first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.