PSF
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Pacific Sun Financial’s Welltower WELL Stock Holding History

Pacific Sun Financial’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 		$1.38M Hold
6,063
– – 0.57% 45
2026
Q1 		$1.2M Hold
6,063
– – 0.58% 50
2025
Q4 		$1.13M Sell
6,063
-75
-1% -$14K 0.54% 56
2025
Q3 		$1.09M Hold
6,138
– – 0.53% 57
2025
Q2 		$944K Hold
6,138
– – 0.49% 62
2025
Q1 		$940K Hold
6,138
– – 0.54% 54
2024
Q4 		$774K Hold
6,138
– – 0.42% 74
2024
Q3 		$786K Sell
6,138
-600
-9% -$70K 0.43% 70
2024
Q2 		$702K Sell
6,738
-150
-2% -$14.7K 0.42% 74
2024
Q1 		$644K Hold
6,888
– – 0.37% 82
2023
Q4 		$621K Sell
6,888
-80
-1% -$6.94K 0.39% 76
2023
Q3 		$571K Sell
6,968
-270
-4% -$22.2K 0.4% 81
2023
Q2 		$519K Buy
+7,238
New +$558K 0.35% 92
2022
Q4 		$476K Sell
7,258
-1,880
-21% -$121K 0.34% 96
2022
Q3 		$588K Sell
9,138
-60
-0.7% -$4.69K 0.41% 77
2022
Q2 		$757K Sell
9,198
-88
-0.9% -$7.83K 0.5% 66
2022
Q1 		$893K Buy
9,286
+30
+0.3% +$2.61K 0.49% 66
2021
Q4 		$794K Sell
9,256
-548
-6% -$45.7K 0.42% 76
2021
Q3 		$808K Buy
+9,804
New +$842K 0.46% 69
2020
Q3 		$676K Sell
12,274
-1,367
-10% -$75.1K 0.56% 60
2020
Q2 		$706K Sell
13,641
-270
-2% -$13.3K 0.64% 57
2020
Q1 		$637K Buy
13,911
+190
+1% +$14K 0.73% 52
2019
Q4 		$1.12M Sell
13,721
-176
-1% -$15.1K 0.99% 29
2019
Q3 		$1.26M Buy
13,897
+350
+3% +$30.5K 1.19% 22
2019
Q2 		$1.1M Buy
+13,547
New +$1.06M 1.06% 27
2018
Q2 		$954K Sell
14,957
-2,830
-16% -$158K 0.98% 36
2018
Q1 		$968K Buy
+17,787
New +$1M 1.28% 22

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

Pacific Sun Financial's WELL Position: Q2 2026 in Review

Pacific Sun Financial held its Welltower (WELL) position steady in Q2 2026 at 6,063 shares worth $1.38M. The position accounts for 0.57% of the portfolio, ranked #45.

Pacific Sun Financial first reported a position in WELL in Q1 2018 and has held it in 27 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pacific Sun Financial held 6,063 shares of Welltower worth $1.38M as of Q2 2026.
  • Pacific Sun Financial left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.57% of Pacific Sun Financial's portfolio in Q2 2026, its #45 holding.
  • Pacific Sun Financial first reported a position in Welltower in Q1 2018 and has held it in 27 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.