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FourThought Financial Partners’s Welltower WELL Stock Holding History

FourThought Financial Partners’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
Q1 		$284K Buy
1,435
+52
+4% +$10.3K 0.02% 277
2025
Q4 		$257K Sell
1,383
-70
-5% -$13.1K 0.02% 375
2025
Q3 		$259K Buy
1,453
+7
+0.5% +$1.15K 0.02% 398
2025
Q2 		$222K Sell
1,446
-11
-0.8% -$1.64K 0.02% 275
2025
Q1 		$223K Buy
+1,457
New +$208K 0.02% 288

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FourThought Financial Partners's WELL Position: Q1 2026 in Review

FourThought Financial Partners increased its Welltower (WELL) stake by 3.8% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,435 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #277.

FourThought Financial Partners first reported a position in WELL in Q1 2025 and has held it in 5 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • FourThought Financial Partners held 1,435 shares of Welltower worth $284K as of Q1 2026.
  • FourThought Financial Partners bought 52 Welltower shares in Q1 2026, an estimated $10.3K.
  • Welltower made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #277 holding.
  • FourThought Financial Partners first reported a position in Welltower in Q1 2025 and has held it in 5 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.