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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Network Wealth Advisors's WELL Position: Q1 2026 in Review

Financial Network Wealth Advisors reduced its Welltower (WELL) stake by 11% in Q1 2026, selling an estimated $2.96K and leaving 127 shares worth $25.1K. The position accounts for 0.03% of the portfolio, ranked #365.

Financial Network Wealth Advisors first reported a position in WELL in Q2 2024 and has held it in 7 quarters since. The position peaked at $26.4K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Financial Network Wealth Advisors held 127 shares of Welltower worth $25.1K as of Q1 2026.
Financial Network Wealth Advisors sold 15 Welltower shares in Q1 2026, an estimated $2.96K.
Welltower made up 0.03% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #365 holding.
Financial Network Wealth Advisors first reported a position in Welltower in Q2 2024 and has held it in 7 quarters since.
Financial Network Wealth Advisors's Welltower position peaked at $26.4K in Q4 2025.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.