Marshall Financial Group (Maryland)’s Welltower WELL Stock Holding History

Marshall Financial Group (Maryland)’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	$252K	Sell	1,108 -590	-35%	-$125K	0.04%	282
2026 Q1	$336K	Sell	1,698 -1,235	-42%	-$244K	0.05%	237
2025 Q4	$544K	Sell	2,933 -803	-21%	-$150K	0.11%	194
2025 Q3	$666K	Sell	3,736 -454	-11%	-$74.6K	0.13%	169
2025 Q2	$646K	Sell	4,190 -999	-19%	-$149K	0.13%	173
2025 Q1	$795K	Buy	5,189 +254	+5%	+$36.2K	0.17%	140
2024 Q4	$622K	Sell	4,935 -170	-3%	-$22.3K	0.15%	141
2024 Q3	$654K	Buy	+5,105	New	+$596K	0.16%	148

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

Marshall Financial Group (Maryland)'s WELL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Welltower (WELL) stake by 35% in Q2 2026, selling an estimated $125K and leaving 1,108 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #282.

Marshall Financial Group (Maryland) first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $795K in Q1 2025. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Marshall Financial Group (Maryland) held 1,108 shares of Welltower worth $252K as of Q2 2026.
Marshall Financial Group (Maryland) sold 590 Welltower shares in Q2 2026, an estimated $125K.
Welltower made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #282 holding.
Marshall Financial Group (Maryland) first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s Welltower position peaked at $795K in Q1 2025.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.