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Main Street Financial Solutions’s Welltower WELL Stock Holding History

Main Street Financial Solutions’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 		$376K Sell
1,658
-152
-8% -$32.1K 0.02% 431
2026
Q1 		$358K Sell
1,810
-156
-8% -$30.8K 0.03% 406
2025
Q4 		$365K Sell
1,966
-368
-16% -$68.7K 0.03% 394
2025
Q3 		$416K Buy
+2,334
New +$384K 0.03% 424

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

Main Street Financial Solutions's WELL Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Welltower (WELL) stake by 8.4% in Q2 2026, selling an estimated $32.1K and leaving 1,658 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #431.

Main Street Financial Solutions first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Main Street Financial Solutions held 1,658 shares of Welltower worth $376K as of Q2 2026.
  • Main Street Financial Solutions sold 152 Welltower shares in Q2 2026, an estimated $32.1K.
  • Welltower made up 0.02% of Main Street Financial Solutions's portfolio in Q2 2026, its #431 holding.
  • Main Street Financial Solutions first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Main Street Financial Solutions's Welltower position peaked at $416K in Q3 2025.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.