Franchise GP’s Welltower WELL Stock Holding History

Franchise GP’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	$224K	Buy	988 +539	+120%	+$114K	0.1%	26
2026 Q1	$88.8K	Hold	449	–	–	0.03%	30
2025 Q4	$83.3K	Buy	+449	New	+$83.9K	0.09%	20

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Franchise GP's WELL Position: Q2 2026 in Review

Franchise GP increased its Welltower (WELL) stake by 120% in Q2 2026, buying an estimated $114K and bringing the position to 988 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #26.

Franchise GP first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,384 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Franchise GP held 988 shares of Welltower worth $224K as of Q2 2026.
Franchise GP bought 539 Welltower shares in Q2 2026, an estimated $114K.
Welltower made up 0.1% of Franchise GP's portfolio in Q2 2026, its #26 holding.
Franchise GP first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,384 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Franchise GP's 13F filing for Q2 2026, filed 22 Jul 2026.