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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
Q2 		$320K Sell
1,411
-24
-2% -$5.07K 0.02% 269
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 $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

FourThought Financial Partners's WELL Position: Q2 2026 in Review

FourThought Financial Partners reduced its Welltower (WELL) stake by 1.7% in Q2 2026, selling an estimated $5.07K and leaving 1,411 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #269.

FourThought Financial Partners first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • FourThought Financial Partners held 1,411 shares of Welltower worth $320K as of Q2 2026.
  • FourThought Financial Partners sold 24 Welltower shares in Q2 2026, an estimated $5.07K.
  • Welltower made up 0.02% of FourThought Financial Partners's portfolio in Q2 2026, its #269 holding.
  • FourThought Financial Partners first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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