LFG
WELL icon

Larson Financial Group’s Welltower WELL Stock Holding History

Larson Financial Group’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 		$619K Buy
2,728
+284
+12% +$60K 0.02% 497
2026
Q1 		$483K Buy
2,444
+263
+12% +$52K 0.02% 486
2025
Q4 		$405K Buy
2,181
+158
+8% +$29.5K 0.01% 527
2025
Q3 		$360K Buy
2,023
+381
+23% +$62.6K 0.01% 561
2025
Q2 		$253K Buy
1,642
+157
+11% +$23.5K 0.01% 613
2025
Q1 		$228K Buy
1,485
+849
+133% +$121K 0.01% 602
2024
Q4 		$80.2K Hold
636
– – ﹤0.01% 769
2024
Q3 		$81.4K Buy
+636
New +$74.2K ﹤0.01% 779
2024
Q2 		– Sell
-400
Closed -$37.4K – 2501
2024
Q1 		$37.4K Sell
400
-700
-64% -$63.4K ﹤0.01% 762
2023
Q4 		$99.2K Sell
1,100
-3
-0.3% -$260 0.01% 485
2023
Q3 		$90.4K Buy
+1,103
New +$90.7K 0.01% 471
2023
Q1 		– Sell
-300
Closed -$19.7K – 1606
2022
Q4 		$19.7K Hold
300
– – ﹤0.01% 694
2022
Q3 		$19K Hold
300
– – ﹤0.01% 645
2022
Q2 		$25K Hold
300
– – ﹤0.01% 506
2022
Q1 		$29K Hold
300
– – ﹤0.01% 467
2021
Q4 		$26K Hold
300
– – ﹤0.01% 495
2021
Q3 		$25K Hold
300
– – 0.01% 425
2021
Q2 		$25K Hold
300
– – 0.01% 397
2021
Q1 		$21K Buy
+300
New +$20.1K 0.01% 410
2019
Q4 		– Sell
-100
Closed -$9K – 673
2019
Q3 		$9K Buy
+100
New +$8.7K 0.01% 320

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 $3.37T AUM 44.26% 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

Larson Financial Group's WELL Position: Q2 2026 in Review

Larson Financial Group increased its Welltower (WELL) stake by 12% in Q2 2026, buying an estimated $60K and bringing the position to 2,728 shares worth $619K. The position accounts for 0.02% of the portfolio, ranked #497.

Larson Financial Group first reported a position in WELL in Q3 2019 and has held it in 20 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Larson Financial Group held 2,728 shares of Welltower worth $619K as of Q2 2026.
  • Larson Financial Group bought 284 Welltower shares in Q2 2026, an estimated $60K.
  • Welltower made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #497 holding.
  • Larson Financial Group first reported a position in Welltower in Q3 2019 and has held it in 20 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.