Krilogy Financial’s Welltower WELL Stock Holding History

Krilogy Financial’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	$416K	Sell	1,831 -43	-2%	-$9.09K	0.01%	710
2026 Q1	$402K	Sell	1,874 -161	-8%	-$31.8K	0.01%	648
2025 Q4	$374K	Buy	2,035 +5	+0.2%	+$934	0.01%	652
2025 Q3	$378K	Buy	+2,030	New	+$334K	0.01%	607
2018 Q4	–	Sell	-400	Closed	-$26K	–	680
2018 Q3	$26K	Buy	+400	New	+$25.8K	0.01%	389
2018 Q2	–	Sell	-725	Closed	-$39K	–	630
2018 Q1	$39K	Buy	725 +425	+142%	+$24K	0.01%	356
2017 Q4	$19K	Sell	300 -300	-50%	-$20.1K	﹤0.01%	442
2017 Q3	$42K	Hold	600	–	–	0.01%	370
2017 Q2	$45K	Hold	600	–	–	0.01%	318
2017 Q1	$40K	Hold	600	–	–	0.01%	321
2016 Q4	$40K	Sell	600 -427	-42%	-$28.3K	0.01%	321
2016 Q3	$77K	Buy	1,027 +5	+0.5%	+$383	0.02%	241
2016 Q2	$78K	Buy	1,022 +422	+70%	+$30K	0.03%	239
2016 Q1	$42K	Hold	600	–	–	0.02%	290
2015 Q4	$41K	Hold	600	–	–	0.04%	154
2015 Q3	$41K	Buy	+600	New	+$40.1K	0.02%	226

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

Krilogy Financial's WELL Position: Q2 2026 in Review

Krilogy Financial reduced its Welltower (WELL) stake by 2.3% in Q2 2026, selling an estimated $9.09K and leaving 1,831 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #710.

Krilogy Financial first reported a position in WELL in Q3 2015 and has held it in 16 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Krilogy Financial held 1,831 shares of Welltower worth $416K as of Q2 2026.
Krilogy Financial sold 43 Welltower shares in Q2 2026, an estimated $9.09K.
Welltower made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #710 holding.
Krilogy Financial first reported a position in Welltower in Q3 2015 and has held it in 16 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.