Key Financial Inc
WELL icon

Key Financial Inc’s Welltower WELL Stock Holding History

Key Financial Inc’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
Q3 		$288K Buy
1,249
+9
+0.7% +$2.13K 0.05% 247
2026
Q2 		$281K Buy
1,240
+9
+0.7% +$1.9K 0.05% 256
2026
Q1 		$243K Hold
1,231
– – 0.04% 262
2025
Q4 		$228K Hold
1,231
– – 0.04% 268
2025
Q3 		$221K Hold
1,231
– – 0.04% 272
2025
Q2 		$189K Hold
1,231
– – 0.04% 285
2025
Q1 		$189K Hold
1,231
– – 0.04% 275
2024
Q4 		$155K Hold
1,231
– – 0.04% 290
2024
Q3 		$158K Buy
1,231
+5
+0.4% +$583 0.03% 275
2024
Q2 		$128K Hold
1,226
– – 0.03% 297
2024
Q1 		$115K Hold
1,226
– – 0.03% 297
2023
Q4 		$111K Hold
1,226
– – 0.03% 291
2023
Q3 		$100K Hold
1,226
– – 0.03% 288
2023
Q2 		$99.2K Buy
1,226
+59
+5% +$4.55K 0.03% 297
2023
Q1 		$83.7K Hold
1,167
– – 0.03% 319
2022
Q4 		$75.1K Hold
1,167
– – 0.04% 297
2022
Q3 		$75K Hold
1,167
– – 0.04% 301
2022
Q2 		$97K Sell
1,167
-64
-5% -$5.7K 0.05% 246
2022
Q1 		$118K Hold
1,231
– – 0.06% 226
2021
Q4 		$106K Hold
1,231
– – 0.05% 221
2021
Q3 		$102K Hold
1,231
– – 0.06% 223
2021
Q2 		$107K Buy
1,231
+1,167
+1,823% +$89.3K 0.06% 223
2021
Q1 		$5K Buy
+64
New +$4.3K ﹤0.01% 607
2020
Q2 		– Sell
-64
Closed -$3K – 643
2020
Q1 		$3K Buy
+64
New +$4.72K ﹤0.01% 581

Other funds holding WELL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Key Financial Inc's WELL Position: Q3 2026 in Review

Key Financial Inc increased its Welltower (WELL) stake by 0.73% in Q3 2026, buying an estimated $2.13K and bringing the position to 1,249 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #247.

Key Financial Inc first reported a position in WELL in Q1 2020 and has held it in 24 quarters since. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Key Financial Inc held 1,249 shares of Welltower worth $288K as of Q3 2026.
  • Key Financial Inc bought 9 Welltower shares in Q3 2026, an estimated $2.13K.
  • Welltower made up 0.05% of Key Financial Inc's portfolio in Q3 2026, its #247 holding.
  • Key Financial Inc first reported a position in Welltower in Q1 2020 and has held it in 24 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.