FWG Holdings’s Welltower WELL Stock Holding History

FWG Holdings’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	$801K	Buy	3,177 +190	+6%	+$40.2K	0.28%	62
2026 Q1	$600K	Buy	2,987 +191	+7%	+$37.7K	0.23%	72
2025 Q4	$527K	Buy	+2,796	New	+$522K	0.2%	82

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FWG Holdings's WELL Position: Q2 2026 in Review

FWG Holdings increased its Welltower (WELL) stake by 6.4% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,177 shares worth $801K. The position accounts for 0.28% of the portfolio, ranked #62.

FWG Holdings first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,598 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

FWG Holdings held 3,177 shares of Welltower worth $801K as of Q2 2026.
FWG Holdings bought 190 Welltower shares in Q2 2026, an estimated $40.2K.
Welltower made up 0.28% of FWG Holdings's portfolio in Q2 2026, its #62 holding.
FWG Holdings first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,598 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on FWG Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.