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Financial Designs’s Welltower WELL Stock Holding History

Financial Designs’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 		$228K Sell
1,005
-219
-18% -$46.3K 0.12% 38
2026
Q1 		$242K Buy
+1,224
New +$242K 0.13% 34

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
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

Financial Designs's WELL Position: Q2 2026 in Review

Financial Designs reduced its Welltower (WELL) stake by 18% in Q2 2026, selling an estimated $46.3K and leaving 1,005 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #38.

Financial Designs first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. The position peaked at $242K in Q1 2026. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Financial Designs held 1,005 shares of Welltower worth $228K as of Q2 2026.
  • Financial Designs sold 219 Welltower shares in Q2 2026, an estimated $46.3K.
  • Welltower made up 0.12% of Financial Designs's portfolio in Q2 2026, its #38 holding.
  • Financial Designs first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • Financial Designs's Welltower position peaked at $242K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Designs's 13F filing for Q2 2026, filed 10 Jul 2026.