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Independent Financial Group’s Welltower WELL Stock Holding History

Independent Financial Group’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 		$2.01M Sell
8,874
-3,869
-30% -$818K 0.04% 452
2026
Q1 		$2.52M Buy
12,743
+1,210
+10% +$239K 0.06% 344
2025
Q4 		$2.14M Buy
11,533
+2,037
+21% +$380K 0.05% 371
2025
Q3 		$1.69M Sell
9,496
-700
-7% -$115K 0.04% 439
2025
Q2 		$1.57M Sell
10,196
-2,786
-21% -$416K 0.04% 406
2025
Q1 		$1.99M Buy
12,982
+1,700
+15% +$242K 0.07% 281
2024
Q4 		$1.42M Sell
11,282
-1,761
-14% -$231K 0.05% 381
2024
Q3 		$1.67M Buy
13,043
+10,065
+338% +$1.17M 0.06% 312
2024
Q2 		$310K Sell
2,978
-2,590
-47% -$254K 0.01% 816
2024
Q1 		$520K Sell
5,568
-5,292
-49% -$479K 0.02% 569
2023
Q4 		$979K Buy
10,860
+1,157
+12% +$100K 0.05% 365
2023
Q3 		$795K Buy
9,703
+6,588
+211% +$542K 0.05% 374
2023
Q2 		$252K Sell
3,115
-595
-16% -$45.8K 0.02% 725
2023
Q1 		$266K Buy
+3,710
New +$269K 0.02% 661

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

Independent Financial Group's WELL Position: Q2 2026 in Review

Independent Financial Group reduced its Welltower (WELL) stake by 30% in Q2 2026, selling an estimated $818K and leaving 8,874 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #452.

Independent Financial Group first reported a position in WELL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.52M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Independent Financial Group held 8,874 shares of Welltower worth $2.01M as of Q2 2026.
  • Independent Financial Group sold 3,869 Welltower shares in Q2 2026, an estimated $818K.
  • Welltower made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #452 holding.
  • Independent Financial Group first reported a position in Welltower in Q1 2023 and has held it in 14 quarters since.
  • Independent Financial Group's Welltower position peaked at $2.52M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.