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Nations Financial Group’s Welltower WELL Stock Holding History

Nations 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 		$3.2M Sell
14,115
-9
-0.1% -$1.9K 0.15% 151
2026
Q1 		$2.79M Buy
14,124
+578
+4% +$114K 0.14% 167
2025
Q4 		$2.51M Sell
13,546
-7,585
-36% -$1.42M 0.13% 178
2025
Q3 		$3.76M Buy
21,131
+2,520
+14% +$414K 0.23% 103
2025
Q2 		$2.86M Buy
18,611
+1,187
+7% +$177K 0.2% 128
2025
Q1 		$2.67M Buy
17,424
+12,530
+256% +$1.79M 0.2% 132
2024
Q4 		$617K Sell
4,894
-15
-0.3% -$1.97K 0.05% 387
2024
Q3 		$629K Sell
4,909
-90
-2% -$10.5K 0.05% 385
2024
Q2 		$521K Sell
4,999
-144
-3% -$14.1K 0.04% 394
2024
Q1 		$481K Sell
5,143
-10
-0.2% -$905 0.04% 421
2023
Q4 		$465K Buy
5,153
+549
+12% +$47.6K 0.04% 404
2023
Q3 		$377K Buy
4,604
+1
+0% +$82 0.04% 434
2023
Q2 		$372K Buy
4,603
+1
+0% +$77 0.04% 445
2023
Q1 		$330K Buy
4,602
+1,048
+29% +$76K 0.03% 466
2022
Q4 		$233K Buy
+3,554
New +$228K 0.03% 526
2022
Q2 		– Sell
-2,378
Closed -$229K – 566
2022
Q1 		$229K Sell
2,378
-88
-4% -$7.64K 0.03% 473
2021
Q4 		$212K Buy
+2,466
New +$206K 0.03% 452

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Nations Financial Group reduced its Welltower (WELL) stake by 0.06% in Q2 2026, selling an estimated $1.9K and leaving 14,115 shares worth $3.2M. The position accounts for 0.15% of the portfolio, ranked #151.

Nations Financial Group first reported a position in WELL in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.76M in Q3 2025. 390 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Nations Financial Group held 14,115 shares of Welltower worth $3.2M as of Q2 2026.
  • Nations Financial Group sold 9 Welltower shares in Q2 2026, an estimated $1.9K.
  • Welltower made up 0.15% of Nations Financial Group's portfolio in Q2 2026, its #151 holding.
  • Nations Financial Group first reported a position in Welltower in Q4 2021 and has held it in 17 quarters since.
  • Nations Financial Group's Welltower position peaked at $3.76M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.