FG
WELL icon

Foster Group’s Welltower WELL Stock Holding History

Foster Group’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 		$498K Buy
2,194
+118
+6% +$24.9K 0.01% 181
2026
Q1 		$410K Buy
2,076
+166
+9% +$32.8K 0.01% 180
2025
Q4 		$355K Buy
1,910
+10
+0.5% +$1.87K 0.01% 190
2025
Q3 		$338K Buy
1,900
+6
+0.3% +$986 0.01% 188
2025
Q2 		$291K Buy
1,894
+91
+5% +$13.6K 0.01% 200
2025
Q1 		$276K Buy
+1,803
New +$257K 0.01% 169

Other funds holding WELL

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Foster Group's WELL Position: Q2 2026 in Review

Foster Group increased its Welltower (WELL) stake by 5.7% in Q2 2026, buying an estimated $24.9K and bringing the position to 2,194 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #181.

Foster Group first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Foster Group held 2,194 shares of Welltower worth $498K as of Q2 2026.
  • Foster Group bought 118 Welltower shares in Q2 2026, an estimated $24.9K.
  • Welltower made up 0.01% of Foster Group's portfolio in Q2 2026, its #181 holding.
  • Foster Group first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.