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Focus Partners Advisor Solutions’s Welltower WELL Stock Holding History

Focus Partners Advisor Solutions’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 		$630K Sell
2,777
-474
-15% -$100K 0.01% 725
2026
Q1 		$642K Sell
3,251
-1,255
-28% -$248K 0.01% 697
2025
Q4 		$836K Sell
4,506
-2,619
-37% -$489K 0.01% 550
2025
Q3 		$1.33M Sell
7,125
-558
-7% -$91.7K 0.02% 432
2025
Q2 		$1.18M Buy
7,683
+718
+10% +$107K 0.02% 400
2025
Q1 		$1.07M Buy
6,965
+1,266
+22% +$180K 0.02% 367
2024
Q4 		$718K Buy
5,699
+174
+3% +$22.8K 0.01% 397
2024
Q3 		$707K Buy
5,525
+1,665
+43% +$194K 0.01% 370
2024
Q2 		$402K Sell
3,860
-98
-2% -$9.6K 0.01% 423
2024
Q1 		$370K Sell
3,958
-119
-3% -$10.8K 0.01% 416
2023
Q4 		$368K Buy
+4,077
New +$354K 0.02% 301

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focus Partners Advisor Solutions's WELL Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Welltower (WELL) stake by 15% in Q2 2026, selling an estimated $100K and leaving 2,777 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #725.

Focus Partners Advisor Solutions first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q3 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Focus Partners Advisor Solutions held 2,777 shares of Welltower worth $630K as of Q2 2026.
  • Focus Partners Advisor Solutions sold 474 Welltower shares in Q2 2026, an estimated $100K.
  • Welltower made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #725 holding.
  • Focus Partners Advisor Solutions first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Advisor Solutions's Welltower position peaked at $1.33M in Q3 2025.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.