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Gryphon Financial Partners’s Welltower WELL Stock Holding History

Gryphon Financial Partners’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 		$437K Sell
1,925
-9
-0.5% -$1.9K 0.04% 254
2026
Q1 		$382K Buy
+1,934
New +$382K 0.04% 251
2018
Q2 		– Hold
0
– – – 246
2018
Q1 		– Sell
-686
Closed -$38.7K – 272
2017
Q4 		$44K Buy
+686
New +$46K 0.03% 271

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

Gryphon Financial Partners's WELL Position: Q2 2026 in Review

Gryphon Financial Partners reduced its Welltower (WELL) stake by 0.47% in Q2 2026, selling an estimated $1.9K and leaving 1,925 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #254.

Gryphon Financial Partners first reported a position in WELL in Q4 2017 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Gryphon Financial Partners held 1,925 shares of Welltower worth $437K as of Q2 2026.
  • Gryphon Financial Partners sold 9 Welltower shares in Q2 2026, an estimated $1.9K.
  • Welltower made up 0.04% of Gryphon Financial Partners's portfolio in Q2 2026, its #254 holding.
  • Gryphon Financial Partners first reported a position in Welltower in Q4 2017 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.