First Foundation Advisors’s Welltower WELL Stock Holding History

First Foundation Advisors's WELL Position: Q2 2026 in Review

First Foundation Advisors increased its Welltower (WELL) stake by 21% in Q2 2026, buying an estimated $103K and bringing the position to 2,841 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #216.

First Foundation Advisors first reported a position in WELL in Q4 2023 and has held it in 5 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

• First Foundation Advisors held 2,841 shares of Welltower worth $645K as of Q2 2026.
• First Foundation Advisors bought 488 Welltower shares in Q2 2026, an estimated $103K.
• Welltower made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #216 holding.
• First Foundation Advisors first reported a position in Welltower in Q4 2023 and has held it in 5 quarters since.
• 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.