Financial Network Wealth Advisors’s Welltower WELL Stock Holding History

Financial Network Wealth Advisors’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	$30.2K	Buy	133 +6	+5%	+$1.27K	0.03%	360
2026 Q1	$25.1K	Sell	127 -15	-11%	-$2.96K	0.03%	365
2025 Q4	$26.4K	Hold	142	–	–	0.03%	356
2025 Q3	$25.3K	Hold	142	–	–	0.03%	350
2025 Q2	$21.8K	Hold	142	–	–	0.03%	350
2025 Q1	$21.8K	Buy	+142	New	+$20.2K	0.03%	330
2024 Q4	–	Sell	-133	Closed	-$17K	–	851
2024 Q3	$17K	Buy	133 +6	+5%	+$700	0.01%	380
2024 Q2	$13.2K	Buy	+127	New	+$12.4K	0.01%	448

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

Financial Network Wealth Advisors increased its Welltower (WELL) stake by 4.7% in Q2 2026, buying an estimated $1.27K and bringing the position to 133 shares worth $30.2K. The position accounts for 0.03% of the portfolio, ranked #360.

Financial Network Wealth Advisors first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Financial Network Wealth Advisors held 133 shares of Welltower worth $30.2K as of Q2 2026.
Financial Network Wealth Advisors bought 6 Welltower shares in Q2 2026, an estimated $1.27K.
Welltower made up 0.03% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #360 holding.
Financial Network Wealth Advisors first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.