FFN
WELL icon

Focus Financial Network’s Welltower WELL Stock Holding History

Focus 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 		– Sell
-1,301
Closed -$242K – 775
2025
Q4 		$242K Sell
1,301
-415
-24% -$77.5K 0.01% 648
2025
Q3 		$306K Buy
1,716
+1
+0.1% +$164 0.01% 592
2025
Q2 		$264K Buy
1,715
+1
+0.1% +$149 0.01% 609
2025
Q1 		$263K Sell
1,714
-149
-8% -$21.2K 0.01% 588
2024
Q4 		$235K Buy
1,863
+206
+12% +$27K 0.01% 617
2024
Q3 		$212K Buy
+1,657
New +$193K 0.01% 636

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focus Financial Network's WELL Position: Q1 2026 in Review

Focus Financial Network sold out of Welltower (WELL) in Q1 2026, closing a stake of 1,301 shares — an estimated $242K sold.

Focus Financial Network first reported a position in WELL in Q3 2024 and held it in 6 quarters. The position peaked at $306K in Q3 2025. 1,490 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Focus Financial Network reported no remaining Welltower position as of Q1 2026 after selling out during the quarter.
  • Focus Financial Network sold 1,301 Welltower shares in Q1 2026, an estimated $242K.
  • Focus Financial Network first reported a position in Welltower in Q3 2024 and held it in 6 quarters.
  • Focus Financial Network's Welltower position peaked at $306K in Q3 2025.
  • 1,490 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Focus Financial Network's 13F filing for Q1 2026, filed 14 Apr 2026.