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 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

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

Key Financial Inc's WELL Position: Q2 2026 in Review

Key Financial Inc increased its Welltower (WELL) stake by 0.73% in Q2 2026, buying an estimated $1.9K and bringing the position to 1,240 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #256.

Key Financial Inc first reported a position in WELL in Q1 2020 and has held it in 23 quarters since. 1,597 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Key Financial Inc held 1,240 shares of Welltower worth $281K as of Q2 2026.
Key Financial Inc bought 9 Welltower shares in Q2 2026, an estimated $1.9K.
Welltower made up 0.05% of Key Financial Inc's portfolio in Q2 2026, its #256 holding.
Key Financial Inc first reported a position in Welltower in Q1 2020 and has held it in 23 quarters since.
1,597 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.