New England Capital Financial Advisors’s Welltower WELL Stock Holding History

New England Capital 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	$30.9K	Hold	136	–	–	0.01%	170
2026 Q1	$26.9K	Hold	136	–	–	0.01%	170
2025 Q4	$25.3K	Hold	136	–	–	0.01%	177
2025 Q3	$24.2K	Hold	136	–	–	0.01%	172
2025 Q2	$20.9K	Buy	136 +102	+300%	+$15.2K	0.01%	176
2025 Q1	$5.21K	Hold	34	–	–	﹤0.01%	274
2024 Q4	$4.29K	Hold	34	–	–	﹤0.01%	280
2024 Q3	$4.35K	Hold	34	–	–	﹤0.01%	279
2024 Q2	$3.54K	Hold	34	–	–	﹤0.01%	292
2024 Q1	$3.18K	Hold	34	–	–	﹤0.01%	292
2023 Q4	$3.07K	Hold	34	–	–	﹤0.01%	304
2023 Q3	$2.79K	Hold	34	–	–	﹤0.01%	299
2023 Q2	$2.75K	Hold	34	–	–	﹤0.01%	297
2023 Q1	$2.44K	Hold	34	–	–	﹤0.01%	334
2022 Q4	$2.48K	Buy	+34	New	+$2.19K	﹤0.01%	335

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

New England Capital Financial Advisors's WELL Position: Q2 2026 in Review

New England Capital Financial Advisors held its Welltower (WELL) position steady in Q2 2026 at 136 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #170.

New England Capital Financial Advisors first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 1,206 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

New England Capital Financial Advisors held 136 shares of Welltower worth $30.9K as of Q2 2026.
New England Capital Financial Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #170 holding.
New England Capital Financial Advisors first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
1,206 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.