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Frec Markets Inc’s Welltower WELL Stock Holding History

Frec Markets Inc’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 		$1.68M Buy
7,392
+2,379
+47% +$503K 0.15% 103
2026
Q1 		$991K Buy
5,013
+1,638
+49% +$324K 0.17% 105
2025
Q4 		$627K Buy
+3,375
New +$630K 0.18% 99

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

Frec Markets Inc's WELL Position: Q2 2026 in Review

Frec Markets Inc increased its Welltower (WELL) stake by 47% in Q2 2026, buying an estimated $503K and bringing the position to 7,392 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #103.

Frec Markets Inc first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Frec Markets Inc held 7,392 shares of Welltower worth $1.68M as of Q2 2026.
  • Frec Markets Inc bought 2,379 Welltower shares in Q2 2026, an estimated $503K.
  • Welltower made up 0.15% of Frec Markets Inc's portfolio in Q2 2026, its #103 holding.
  • Frec Markets Inc first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Frec Markets Inc's 13F filing for Q2 2026, filed 13 Aug 2026.