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Florida Financial Advisors’s Welltower WELL Stock Holding History

Florida Financial 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 		$1.06M Buy
5,357
+787
+17% +$156K 0.25% 105
2025
Q4 		$848K Buy
4,570
+586
+15% +$109K 0.23% 106
2025
Q3 		$710K Buy
3,984
+1,263
+46% +$208K 0.22% 111
2025
Q2 		$418K Buy
2,721
+497
+22% +$74.3K 0.14% 165
2025
Q1 		$340K Buy
+2,224
New +$317K 0.13% 153

Other funds holding WELL

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Florida Financial Advisors's WELL Position: Q1 2026 in Review

Florida Financial Advisors increased its Welltower (WELL) stake by 17% in Q1 2026, buying an estimated $156K and bringing the position to 5,357 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #105.

Florida Financial Advisors first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Florida Financial Advisors held 5,357 shares of Welltower worth $1.06M as of Q1 2026.
  • Florida Financial Advisors bought 787 Welltower shares in Q1 2026, an estimated $156K.
  • Welltower made up 0.25% of Florida Financial Advisors's portfolio in Q1 2026, its #105 holding.
  • Florida Financial Advisors first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.