Johnson Financial Group Inc (Wisconsin)’s Welltower WELL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-47	Closed	-$9.29K	–	952
2026 Q1	$9.29K	Hold	47	–	–	﹤0.01%	642
2025 Q4	$8.72K	Sell	47 -48	-51%	-$8.96K	﹤0.01%	666
2025 Q3	$16.9K	Buy	+95	New	+$15.6K	﹤0.01%	726
2024 Q2	–	Sell	-6	Closed	-$561	–	965
2024 Q1	$561	Hold	6	–	–	﹤0.01%	714
2023 Q4	$542	Buy	+6	New	+$521	﹤0.01%	828
2023 Q1	–	Sell	-27	Closed	-$1.77K	–	720
2022 Q4	$1.77K	Hold	27	–	–	﹤0.01%	580
2022 Q3	$2K	Buy	+27	New	+$2.11K	﹤0.01%	596
2015 Q3	–	Sell	-22	Closed	-$1K	–	859
2015 Q2	$1K	Hold	22	–	–	﹤0.01%	874
2015 Q1	$2K	Hold	22	–	–	﹤0.01%	795
2014 Q4	$2K	Hold	22	–	–	﹤0.01%	759
2014 Q3	$1K	Buy	+22	New	+$1.42K	﹤0.01%	749

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

Johnson Financial Group Inc (Wisconsin)'s WELL Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Welltower (WELL) in Q2 2026, closing a stake of 47 shares — an estimated $9.29K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in WELL in Q3 2014 and held it in 11 quarters. The position peaked at $16.9K in Q3 2025. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 47 Welltower shares in Q2 2026, an estimated $9.29K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Welltower in Q3 2014 and held it in 11 quarters.
Johnson Financial Group Inc (Wisconsin)'s Welltower position peaked at $16.9K in Q3 2025.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.