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Oxford Financial Group’s Welltower WELL Stock Holding History

Oxford 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
Q1 		$267K Sell
1,352
-80
-6% -$15.8K 0.01% 223
2025
Q4 		$266K Buy
1,432
+37
+3% +$6.91K 0.01% 201
2025
Q3 		$249K Buy
1,395
+60
+4% +$9.86K 0.01% 202
2025
Q2 		$205K Sell
1,335
-87
-6% -$13K 0.01% 208
2025
Q1 		$218K Buy
+1,422
New +$203K 0.02% 200
2023
Q4 		– Sell
-17,218
Closed -$1.41M – 308
2023
Q3 		$1.41M Buy
17,218
+1,617
+10% +$133K 0.12% 60
2023
Q2 		$1.26M Buy
15,601
+6,963
+81% +$536K 0.12% 63
2023
Q1 		$619K Sell
8,638
-1,675
-16% -$121K 0.07% 92
2022
Q4 		$676K Buy
10,313
+1,079
+12% +$69.4K 0.08% 86
2022
Q3 		$594K Sell
9,234
-27
-0.3% -$2.11K 0.09% 86
2022
Q2 		$763K Buy
9,261
+27
+0.3% +$2.4K 0.11% 79
2022
Q1 		$888K Sell
9,234
-10,310
-53% -$895K 0.11% 82
2021
Q4 		$1.68M Hold
19,544
– – 0.19% 52
2021
Q3 		$1.61M Hold
19,544
– – 0.21% 46
2021
Q2 		$1.62M Hold
19,544
– – 0.22% 47
2021
Q1 		$1.4M Sell
19,544
-81
-0.4% -$5.44K 0.19% 45
2020
Q4 		$1.27M Hold
19,625
– – 0.18% 45
2020
Q3 		$1.08M Hold
19,625
– – 0.17% 50
2020
Q2 		$1.02M Buy
19,625
+5,582
+40% +$274K 0.17% 53
2020
Q1 		$643K Buy
+14,043
New +$1.04M 0.13% 72

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

Oxford Financial Group's WELL Position: Q1 2026 in Review

Oxford Financial Group reduced its Welltower (WELL) stake by 5.6% in Q1 2026, selling an estimated $15.8K and leaving 1,352 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #223.

Oxford Financial Group first reported a position in WELL in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.68M in Q4 2021. 1,482 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Oxford Financial Group held 1,352 shares of Welltower worth $267K as of Q1 2026.
  • Oxford Financial Group sold 80 Welltower shares in Q1 2026, an estimated $15.8K.
  • Welltower made up 0.01% of Oxford Financial Group's portfolio in Q1 2026, its #223 holding.
  • Oxford Financial Group first reported a position in Welltower in Q1 2020 and has held it in 20 quarters since.
  • Oxford Financial Group's Welltower position peaked at $1.68M in Q4 2021.
  • 1,482 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.