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Keystone Financial Group (Kentucky)’s Welltower WELL Stock Holding History

Keystone Financial Group (Kentucky)’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 		$269K Sell
1,183
-2,100
-64% -$444K 0.02% 462
2026
Q1 		$649K Buy
3,283
+118
+4% +$23.3K 0.04% 259
2025
Q4 		$587K Buy
3,165
+255
+9% +$47.6K 0.04% 236
2025
Q3 		$518K Hold
2,910
– – 0.04% 232
2025
Q2 		$447K Sell
2,910
-4
-0.1% -$598 0.04% 242
2025
Q1 		$446K Buy
2,914
+4
+0.1% +$570 0.05% 226
2024
Q4 		$367K Hold
2,910
– – 0.04% 260
2024
Q3 		$373K Hold
2,910
– – 0.05% 242
2024
Q2 		$303K Sell
2,910
-36
-1% -$3.53K 0.11% 123
2024
Q1 		$275K Buy
2,946
+265
+10% +$24K 0.04% 267
2023
Q4 		$242K Hold
2,681
– – 0.04% 245
2023
Q3 		$220K Hold
2,681
– – 0.04% 265
2023
Q2 		$217K Buy
+2,681
New +$207K 0.04% 274
2022
Q3 		– Sell
-2,966
Closed -$244K – 303
2022
Q2 		$244K Hold
2,966
– – 0.05% 245
2022
Q1 		$285K Hold
2,966
– – 0.05% 234
2021
Q4 		$254K Hold
2,966
– – 0.04% 263
2021
Q3 		$244K Buy
2,966
+158
+6% +$13.6K 0.04% 261
2021
Q2 		$233K Sell
2,808
-230
-8% -$17.6K 0.04% 265
2021
Q1 		$218K Sell
3,038
-365
-11% -$24.5K 0.04% 262
2020
Q4 		$220K Buy
+3,403
New +$207K 0.05% 246
2020
Q1 		– Sell
-3,451
Closed -$282K – 249
2019
Q4 		$282K Hold
3,451
– – 0.08% 189
2019
Q3 		$313K Buy
3,451
+135
+4% +$11.7K 0.1% 170
2019
Q2 		$270K Buy
3,316
+65
+2% +$5.11K 0.09% 178
2019
Q1 		$252K Buy
+3,251
New +$244K 0.09% 179

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s WELL Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Welltower (WELL) stake by 64% in Q2 2026, selling an estimated $444K and leaving 1,183 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #462.

Keystone Financial Group (Kentucky) first reported a position in WELL in Q1 2019 and has held it in 24 quarters since. The position peaked at $649K in Q1 2026. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 1,183 shares of Welltower worth $269K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 2,100 Welltower shares in Q2 2026, an estimated $444K.
  • Welltower made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #462 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Welltower in Q1 2019 and has held it in 24 quarters since.
  • Keystone Financial Group (Kentucky)'s Welltower position peaked at $649K in Q1 2026.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.