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 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

First Pacific Financial's WELL Position: Q2 2026 in Review

First Pacific Financial reduced its Welltower (WELL) stake by 4.9% in Q2 2026, selling an estimated $271K and leaving 24,992 shares worth $5.67M. The position accounts for 0.68% of the portfolio, ranked #25.

First Pacific Financial first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.93M in Q3 2025. 482 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

First Pacific Financial held 24,992 shares of Welltower worth $5.67M as of Q2 2026.
First Pacific Financial sold 1,283 Welltower shares in Q2 2026, an estimated $271K.
Welltower made up 0.68% of First Pacific Financial's portfolio in Q2 2026, its #25 holding.
First Pacific Financial first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
First Pacific Financial's Welltower position peaked at $5.93M in Q3 2025.
482 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.