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Mayflower Financial Advisors’s Welltower WELL Stock Holding History

Mayflower Financial Advisors’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 		$236K Buy
+1,039
New +$220K 0.02% 435

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Mayflower Financial Advisors's WELL Position: Q2 2026 in Review

Mayflower Financial Advisors opened a new position in Welltower (WELL) in Q2 2026: 1,039 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #435 among its holdings.

265 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mayflower Financial Advisors held 1,039 shares of Welltower worth $236K as of Q2 2026.
  • Welltower was a new Mayflower Financial Advisors position in Q2 2026.
  • Welltower made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #435 holding.
  • 265 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.