Financial Gravity Companies’s Welltower WELL Stock Holding History

Financial Gravity Companies’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	$1.14K	Buy	+5	New	+$1.06K	﹤0.01%	805
2025 Q2	$769	Buy	+5	New	+$747	﹤0.01%	823
2024 Q4	$630	Hold	5	–	–	﹤0.01%	846
2024 Q3	$640	Buy	+5	New	+$583	﹤0.01%	567
2018 Q4	$8K	Buy	+99	New	+$6.74K	0.01%	639
2018 Q1	–	Sell	-281	Closed	-$17K	–	1668
2017 Q4	$17K	Buy	+281	New	+$18.9K	0.02%	505

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 Gravity Companies's WELL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Welltower (WELL) in Q2 2026: 5 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WELL as recently as Q2 2025.

Financial Gravity Companies first reported a position in WELL in Q4 2017 and has held it in 6 quarters since. The position peaked at $17K in Q4 2017. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Financial Gravity Companies held 5 shares of Welltower worth $1.14K as of Q2 2026.
Welltower was a new Financial Gravity Companies position in Q2 2026.
Welltower made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #805 holding.
Financial Gravity Companies first reported a position in Welltower in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Welltower position peaked at $17K in Q4 2017.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.