Frank Rimerman Advisors’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
Frank Rimerman Advisors's WELL Position: Q2 2026 in Review
Frank Rimerman Advisors increased its Welltower (WELL) stake by 0.25% in Q2 2026, buying an estimated $5.29K and bringing the position to 10,221 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #127.
Frank Rimerman Advisors first reported a position in WELL in Q4 2023 and has held it in 11 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Frank Rimerman Advisors held 10,221 shares of Welltower worth $2.32M as of Q2 2026.
- Frank Rimerman Advisors bought 25 Welltower shares in Q2 2026, an estimated $5.29K.
- Welltower made up 0.13% of Frank Rimerman Advisors's portfolio in Q2 2026, its #127 holding.
- Frank Rimerman Advisors first reported a position in Welltower in Q4 2023 and has held it in 11 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.