First Pacific Financial
WELL icon

First Pacific Financial’s Welltower WELL Stock Holding History

First Pacific Financial’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
Q3 		$5.71M Sell
24,803
-189
-0.8% -$44.7K 0.58% 29
2026
Q2 		$5.67M Sell
24,992
-1,283
-5% -$271K 0.68% 25
2026
Q1 		$5.19M Sell
26,275
-5,025
-16% -$993K 0.67% 28
2025
Q4 		$5.81M Sell
31,300
-1,977
-6% -$369K 0.76% 24
2025
Q3 		$5.93M Buy
33,277
+8,028
+32% +$1.32M 0.82% 20
2025
Q2 		$3.88M Buy
25,249
+25,200
+51,429% +$3.77M 0.57% 28
2025
Q1 		$7.51K Buy
+49
New +$6.98K ﹤0.01% 320

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

First Pacific Financial's WELL Position: Q3 2026 in Review

First Pacific Financial reduced its Welltower (WELL) stake by 0.76% in Q3 2026, selling an estimated $44.7K and leaving 24,803 shares worth $5.71M. The position accounts for 0.58% of the portfolio, ranked #29.

First Pacific Financial first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.93M in Q3 2025. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • First Pacific Financial held 24,803 shares of Welltower worth $5.71M as of Q3 2026.
  • First Pacific Financial sold 189 Welltower shares in Q3 2026, an estimated $44.7K.
  • Welltower made up 0.58% of First Pacific Financial's portfolio in Q3 2026, its #29 holding.
  • First Pacific Financial first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • First Pacific Financial's Welltower position peaked at $5.93M in Q3 2025.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.