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Mission Financial Group’s Welltower WELL Stock Holding History

Mission 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 		$502K Buy
+2,211
New +$467K 0.42% 68
2025
Q1 		$471K Buy
+2,381
New +$339K 0.43% 63
2021
Q4 		$450K Buy
+2,424
New +$202K 0.42% 68

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

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

Mission Financial Group opened a new position in Welltower (WELL) in Q2 2026: 2,211 shares worth $502K. The stake represents 0.42% of the portfolio and ranks #68 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in WELL as recently as Q1 2025.

Mission Financial Group first reported a position in WELL in Q4 2021 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Mission Financial Group held 2,211 shares of Welltower worth $502K as of Q2 2026.
  • Welltower was a new Mission Financial Group position in Q2 2026.
  • Welltower made up 0.42% of Mission Financial Group's portfolio in Q2 2026, its #68 holding.
  • Mission Financial Group first reported a position in Welltower in Q4 2021 and has held it in 3 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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