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Founders Financial Alliance’s Welltower WELL Stock Holding History

Founders Financial Alliance’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 		$200K Buy
+883
New +$187K 0.03% 437
2020
Q4 		– Sell
-400
Closed -$22K – 1237
2020
Q3 		$22K Buy
+400
New +$22K 0.01% 563

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 $3.38T AUM 44.17% 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

Founders Financial Alliance's WELL Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in Welltower (WELL) in Q2 2026: 883 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #437 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in WELL as recently as Q3 2020.

Founders Financial Alliance first reported a position in WELL in Q3 2020 and has held it in 2 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Founders Financial Alliance held 883 shares of Welltower worth $200K as of Q2 2026.
  • Welltower was a new Founders Financial Alliance position in Q2 2026.
  • Welltower made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #437 holding.
  • Founders Financial Alliance first reported a position in Welltower in Q3 2020 and has held it in 2 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.