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Founders Financial Securities’s Welltower WELL Stock Holding History

Founders Financial Securities’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 		$305K Sell
1,346
-116
-8% -$24.5K 0.02% 465
2026
Q1 		$302K Sell
1,462
-102
-7% -$20.2K 0.02% 450
2025
Q4 		$290K Buy
1,564
+87
+6% +$16.2K 0.02% 481
2025
Q3 		$263K Sell
1,477
-99
-6% -$16.3K 0.02% 440
2025
Q2 		$242K Buy
1,576
+27
+2% +$4.04K 0.02% 455
2025
Q1 		$231K Buy
+1,549
New +$221K 0.02% 427

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

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

Founders Financial Securities reduced its Welltower (WELL) stake by 7.9% in Q2 2026, selling an estimated $24.5K and leaving 1,346 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #465.

Founders Financial Securities first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Founders Financial Securities held 1,346 shares of Welltower worth $305K as of Q2 2026.
  • Founders Financial Securities sold 116 Welltower shares in Q2 2026, an estimated $24.5K.
  • Welltower made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #465 holding.
  • Founders Financial Securities first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.