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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Key Financial Inc's WELL Position: Q1 2026 in Review

Key Financial Inc held its Welltower (WELL) position steady in Q1 2026 at 1,231 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #262.

Key Financial Inc first reported a position in WELL in Q1 2020 and has held it in 22 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

Key Financial Inc held 1,231 shares of Welltower worth $243K as of Q1 2026.
Key Financial Inc left its Welltower share count unchanged in Q1 2026.
Welltower made up 0.04% of Key Financial Inc's portfolio in Q1 2026, its #262 holding.
Key Financial Inc first reported a position in Welltower in Q1 2020 and has held it in 22 quarters since.
1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.