MFG
WELL icon

Merit Financial Group’s Welltower WELL Stock Holding History

Merit 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 		$7.89M Buy
34,744
+1,024
+3% +$216K 0.05% 311
2026
Q1 		$6.67M Buy
33,720
+1,603
+5% +$317K 0.05% 320
2025
Q4 		$5.96M Buy
32,117
+2,470
+8% +$461K 0.05% 318
2025
Q3 		$5.28M Buy
29,647
+1,786
+6% +$294K 0.05% 310
2025
Q2 		$4.28M Buy
27,861
+2,575
+10% +$385K 0.05% 317
2025
Q1 		$3.87M Buy
25,286
+729
+3% +$104K 0.06% 270
2024
Q4 		$3.09M Buy
24,557
+4,491
+22% +$589K 0.06% 271
2024
Q3 		$2.57M Sell
20,066
-9,881
-33% -$1.15M 0.06% 244
2024
Q2 		$3.12M Buy
29,947
+124
+0.4% +$12.2K 0.07% 208
2024
Q1 		$2.86M Buy
29,823
+26,262
+737% +$2.38M 0.07% 219
2023
Q4 		$321K Buy
3,561
+49
+1% +$4.25K 0.01% 602
2023
Q3 		$288K Buy
3,512
+768
+28% +$63.2K 0.01% 595
2023
Q2 		$222K Buy
+2,744
New +$211K 0.01% 673

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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Merit Financial Group increased its Welltower (WELL) stake by 3% in Q2 2026, buying an estimated $216K and bringing the position to 34,744 shares worth $7.89M. The position accounts for 0.05% of the portfolio, ranked #311.

Merit Financial Group first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Merit Financial Group held 34,744 shares of Welltower worth $7.89M as of Q2 2026.
  • Merit Financial Group bought 1,024 Welltower shares in Q2 2026, an estimated $216K.
  • Welltower made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #311 holding.
  • Merit Financial Group first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.