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Friedenthal Financial’s Welltower WELL Stock Holding History

Friedenthal Financial’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 		– Sell
-5,403
Closed -$1.07M – 310
2026
Q1 		$1.07M Sell
5,403
-74
-1% -$14.6K 0.54% 48
2025
Q4 		$1.02M Buy
+5,477
New +$1.02M 0.52% 49
2024
Q4 		– Sell
-6,337
Closed -$811K – 333
2024
Q3 		$811K Buy
6,337
+5,861
+1,231% +$684K 0.48% 40
2024
Q2 		$49.6K Buy
+476
New +$46.6K 0.03% 156

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

Friedenthal Financial's WELL Position: Q2 2026 in Review

Friedenthal Financial sold out of Welltower (WELL) in Q2 2026, closing a stake of 5,403 shares — an estimated $1.07M sold.

Friedenthal Financial first reported a position in WELL in Q2 2024 and held it in 4 quarters. The position peaked at $1.07M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Friedenthal Financial reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Friedenthal Financial sold 5,403 Welltower shares in Q2 2026, an estimated $1.07M.
  • Friedenthal Financial first reported a position in Welltower in Q2 2024 and held it in 4 quarters.
  • Friedenthal Financial's Welltower position peaked at $1.07M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.