Financial Management Professionals’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $421K | Buy |
1,855
+7
| +0.4% | +$1.48K | 0.04% | 130 |
|
|
2026
Q1 | $365K | Buy |
1,848
+1,523
| +469% | +$301K | 0.04% | 124 |
|
|
2025
Q4 | $60.3K | Hold |
325
| – | – | 0.01% | 240 |
|
|
2025
Q3 | $57.9K | Sell |
325
-3
| -0.9% | -$493 | 0.01% | 245 |
|
|
2025
Q2 | $50.4K | Hold |
328
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $50.3K | Buy |
328
+12
| +4% | +$1.71K | 0.01% | 259 |
|
|
2024
Q4 | $39.8K | Sell |
316
-2
| -0.6% | -$263 | 0.01% | 303 |
|
|
2024
Q3 | $41K | Buy |
318
+16
| +5% | +$1.87K | 0.01% | 292 |
|
|
2024
Q2 | $31K | Buy |
302
+166
| +122% | +$16.3K | ﹤0.01% | 326 |
|
|
2024
Q1 | $13K | Sell |
136
-40
| -23% | -$3.62K | ﹤0.01% | 503 |
|
|
2023
Q4 | $16K | Buy |
176
+3
| +2% | +$260 | ﹤0.01% | 457 |
|
|
2023
Q3 | $14K | Buy |
173
+34
| +24% | +$2.8K | ﹤0.01% | 443 |
|
|
2023
Q2 | $11K | Buy |
139
+15
| +12% | +$1.16K | ﹤0.01% | 524 |
|
|
2023
Q1 | $9K | Buy |
124
+65
| +110% | +$4.71K | ﹤0.01% | 593 |
|
|
2022
Q4 | $4K | Sell |
59
-98
| -62% | -$6.3K | ﹤0.01% | 676 |
|
|
2022
Q3 | $10K | Buy |
157
+67
| +74% | +$5.24K | ﹤0.01% | 490 |
|
|
2022
Q2 | $7K | Buy |
90
+27
| +43% | +$2.4K | ﹤0.01% | 576 |
|
|
2022
Q1 | $6K | Buy |
63
+20
| +47% | +$1.74K | ﹤0.01% | 612 |
|
|
2021
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 551 |
|
|
2020
Q4 | $3K | Hold |
43
| – | – | ﹤0.01% | 518 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 535 |
|
|
2020
Q2 | $2K | Buy |
+43
| New | +$2.11K | ﹤0.01% | 523 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$3K | – | 310 |
|
|
2018
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 240 |
|
|
2017
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 187 |
|
|
2017
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 190 |
|
|
2017
Q2 | $4K | Hold |
64
| – | – | ﹤0.01% | 208 |
|
|
2017
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 231 |
|
|
2016
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 219 |
|
|
2016
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 244 |
|
|
2016
Q2 | $4K | Buy |
+64
| New | +$4.54K | ﹤0.01% | 335 |
|
Other funds holding WELL
Financial Management Professionals's WELL Position: Q2 2026 in Review
Financial Management Professionals increased its Welltower (WELL) stake by 0.38% in Q2 2026, buying an estimated $1.48K and bringing the position to 1,855 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #130.
Financial Management Professionals first reported a position in WELL in Q2 2016 and has held it in 33 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Financial Management Professionals held 1,855 shares of Welltower worth $421K as of Q2 2026.
- Financial Management Professionals bought 7 Welltower shares in Q2 2026, an estimated $1.48K.
- Welltower made up 0.04% of Financial Management Professionals's portfolio in Q2 2026, its #130 holding.
- Financial Management Professionals first reported a position in Welltower in Q2 2016 and has held it in 33 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.