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NFP Retirement Inc’s Welltower WELL Stock Holding History

NFP Retirement Inc’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
Q1 		$1.98M Sell
10,009
-118
-1% -$23.3K 0.12% 106
2025
Q4 		$1.88M Buy
10,127
+7
+0.1% +$1.31K 0.11% 104
2025
Q3 		$1.8M Sell
10,120
-96
-0.9% -$15.8K 0.12% 100
2025
Q2 		$1.57M Sell
10,216
-18
-0.2% -$2.69K 0.1% 108
2025
Q1 		$1.57M Buy
10,234
+86
+0.8% +$12.3K 0.12% 91
2024
Q4 		$1.28M Sell
10,148
-260
-2% -$34.1K 0.1% 107
2024
Q3 		$1.33M Sell
10,408
-176
-2% -$20.5K 0.11% 105
2024
Q2 		$1.1M Sell
10,584
-177
-2% -$17.3K 0.09% 113
2024
Q1 		$1.01M Buy
10,761
+5
+0% +$453 0.09% 116
2023
Q4 		$970K Buy
10,756
+54
+0.5% +$4.68K 0.16% 99
2023
Q3 		$877K Buy
10,702
+25
+0.2% +$2.06K 0.17% 101
2023
Q2 		$864K Sell
10,677
-98
-0.9% -$7.55K 0.16% 103
2023
Q1 		$772K Buy
10,775
+26
+0.2% +$1.89K 0.15% 112
2022
Q4 		$705K Buy
10,749
+952
+10% +$61.2K 0.15% 116
2022
Q3 		$630K Sell
9,797
-1,313
-12% -$103K 0.16% 114
2022
Q2 		$915K Buy
11,110
+54
+0.5% +$4.8K 0.23% 83
2022
Q1 		$1.06M Sell
11,056
-898
-8% -$78K 0.25% 81
2021
Q4 		$1.03M Sell
11,954
-1,145
-9% -$95.5K 0.37% 49
2021
Q3 		$1.08M Buy
13,099
+87
+0.7% +$7.48K 0.44% 42
2021
Q2 		$1.08M Sell
13,012
-649
-5% -$49.7K 0.42% 44
2021
Q1 		$978K Buy
13,661
+975
+8% +$65.5K 0.43% 47
2020
Q4 		$820K Sell
12,686
-1,582
-11% -$96K 0.51% 46
2020
Q3 		$786K Sell
14,268
-928
-6% -$51K 0.52% 49
2020
Q2 		$786K Buy
15,196
+120
+0.8% +$5.9K 0.58% 45
2020
Q1 		$690K Sell
15,076
-1,246
-8% -$91.9K 0.68% 40
2019
Q4 		$1.32M Buy
+16,322
New +$1.4M 1.23% 26

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NFP Retirement Inc's WELL Position: Q1 2026 in Review

NFP Retirement Inc reduced its Welltower (WELL) stake by 1.2% in Q1 2026, selling an estimated $23.3K and leaving 10,009 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #106.

NFP Retirement Inc first reported a position in WELL in Q4 2019 and has held it in 26 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • NFP Retirement Inc held 10,009 shares of Welltower worth $1.98M as of Q1 2026.
  • NFP Retirement Inc sold 118 Welltower shares in Q1 2026, an estimated $23.3K.
  • Welltower made up 0.12% of NFP Retirement Inc's portfolio in Q1 2026, its #106 holding.
  • NFP Retirement Inc first reported a position in Welltower in Q4 2019 and has held it in 26 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.