Keating Financial Advisory Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
Other funds holding WELL
Keating Financial Advisory Services's WELL Position: Q2 2026 in Review
Keating Financial Advisory Services increased its Welltower (WELL) stake by 35% in Q2 2026, buying an estimated $22.6K and bringing the position to 416 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #505.
Keating Financial Advisory Services first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Keating Financial Advisory Services held 416 shares of Welltower worth $94.4K as of Q2 2026.
- Keating Financial Advisory Services bought 107 Welltower shares in Q2 2026, an estimated $22.6K.
- Welltower made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #505 holding.
- Keating Financial Advisory Services first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.