First Affirmative Financial Network’s Welltower WELL Stock Holding History

First Affirmative Financial Network’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	$647K	Buy	+3,273	New	+$647K	0.25%	87
2025 Q3	$335K	Sell	1,883 -32	-2%	-$5.26K	0.16%	166
2025 Q2	$294K	Buy	1,915 +28	+1%	+$4.18K	0.15%	181
2025 Q1	$289K	Sell	1,887 -231	-11%	-$32.9K	0.18%	165
2024 Q4	$267K	Buy	2,118 +280	+15%	+$36.8K	0.15%	178
2024 Q3	$235K	Buy	+1,838	New	+$214K	0.13%	218
2022 Q3	–	Sell	-2,920	Closed	-$240K	–	151
2022 Q2	$240K	Sell	2,920 -246	-8%	-$21.9K	0.27%	112
2022 Q1	$304K	Sell	3,166 -14	-0.4%	-$1.22K	0.29%	107
2021 Q4	$273K	Buy	3,180 +161	+5%	+$13.4K	0.25%	121
2021 Q3	$249K	Buy	+3,019	New	+$259K	0.26%	118

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

First Affirmative Financial Network's WELL Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Welltower (WELL) in Q1 2026: 3,273 shares worth $647K. The stake represents 0.25% of the portfolio and ranks #87 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WELL as recently as Q3 2025.

First Affirmative Financial Network first reported a position in WELL in Q3 2021 and has held it in 10 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

First Affirmative Financial Network held 3,273 shares of Welltower worth $647K as of Q1 2026.
Welltower was a new First Affirmative Financial Network position in Q1 2026.
Welltower made up 0.25% of First Affirmative Financial Network's portfolio in Q1 2026, its #87 holding.
First Affirmative Financial Network first reported a position in Welltower in Q3 2021 and has held it in 10 quarters since.
1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.