Horizon Financial Services’s Welltower WELL Stock Holding History

Horizon Financial Services’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	$11.1K	Buy	49 +8	+20%	+$1.69K	﹤0.01%	316
2026 Q1	$8.11K	Buy	41 +24	+141%	+$4.74K	﹤0.01%	275
2025 Q4	$3.15K	Buy	17 +4	+31%	+$747	﹤0.01%	282
2025 Q3	$2.32K	Buy	+13	New	+$2.14K	﹤0.01%	312
2022 Q1	–	Sell	-25	Closed	-$2.14K	–	118
2021 Q4	$2.14K	Hold	25	–	–	﹤0.01%	115
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	137
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	128
2021 Q1	$2K	Sell	25 -357	-93%	-$24K	﹤0.01%	107
2020 Q4	$25K	Hold	382	–	–	0.02%	48
2020 Q3	$21K	Buy	+382	New	+$21K	0.02%	49

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Horizon Financial Services's WELL Position: Q2 2026 in Review

Horizon Financial Services increased its Welltower (WELL) stake by 20% in Q2 2026, buying an estimated $1.69K and bringing the position to 49 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Horizon Financial Services first reported a position in WELL in Q3 2020 and has held it in 10 quarters since. The position peaked at $25K in Q4 2020. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Horizon Financial Services held 49 shares of Welltower worth $11.1K as of Q2 2026.
Horizon Financial Services bought 8 Welltower shares in Q2 2026, an estimated $1.69K.
Welltower made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #316 holding.
Horizon Financial Services first reported a position in Welltower in Q3 2020 and has held it in 10 quarters since.
Horizon Financial Services's Welltower position peaked at $25K in Q4 2020.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.