Focus Partners Wealth
WELL icon

Focus Partners Wealth’s Welltower WELL Stock Holding History

Focus Partners Wealth’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 		$30.2M Sell
133,077
-5,636
-4% -$1.19M 0.03% 423
2026
Q1 		$27.4M Sell
138,713
-1,054
-0.8% -$208K 0.03% 428
2025
Q4 		$25.9M Buy
139,767
+97,153
+228% +$18.1M 0.03% 429
2025
Q3 		$7.59M Buy
42,614
+3,509
+9% +$577K 0.01% 636
2025
Q2 		$6.01M Buy
39,105
+72
+0.2% +$10.8K 0.01% 624
2025
Q1 		$5.98M Buy
39,033
+878
+2% +$125K 0.02% 586
2024
Q4 		$4.81M Buy
38,155
+17,058
+81% +$2.24M 0.01% 621
2024
Q3 		$2.7M Buy
21,097
+4,138
+24% +$483K 0.01% 703
2024
Q2 		$1.77M Buy
16,959
+2,206
+15% +$216K 0.01% 676
2024
Q1 		$1.38M Buy
14,753
+244
+2% +$22.1K 0.01% 548
2023
Q4 		$1.31M Buy
+14,509
New +$1.26M 0.02% 409

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 Wealth's WELL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Welltower (WELL) stake by 4.1% in Q2 2026, selling an estimated $1.19M and leaving 133,077 shares worth $30.2M. The position accounts for 0.03% of the portfolio, ranked #423.

Focus Partners Wealth first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Focus Partners Wealth held 133,077 shares of Welltower worth $30.2M as of Q2 2026.
  • Focus Partners Wealth sold 5,636 Welltower shares in Q2 2026, an estimated $1.19M.
  • Welltower made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #423 holding.
  • Focus Partners Wealth first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.