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Patriot Financial Group Insurance Agency’s Welltower WELL Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.49M Sell
6,564
-5,570
-46% -$1.18M 0.15% 168
2026
Q1 		$2.4M Buy
12,134
+8,573
+241% +$1.69M 0.14% 184
2025
Q4 		$661K Buy
+3,561
New +$665K 0.08% 257
2022
Q3 		– Sell
-354
Closed -$29K – 1937
2022
Q2 		$29K Sell
354
-58
-14% -$5.16K 0.01% 904
2022
Q1 		$40K Sell
412
-80
-16% -$6.95K 0.01% 847
2021
Q4 		$42K Sell
492
-4,207
-90% -$351K 0.01% 946
2021
Q3 		$39K Buy
4,699
+4,110
+698% +$353K 0.01% 961
2021
Q2 		$49K Sell
589
-348
-37% -$26.6K 0.01% 846
2021
Q1 		$67K Sell
937
-95
-9% -$6.38K 0.02% 676
2020
Q4 		$67K Buy
1,032
+547
+113% +$33.2K 0.02% 603
2020
Q3 		$27K Buy
485
+86
+22% +$4.72K 0.01% 708
2020
Q2 		$21K Buy
399
+111
+39% +$5.46K 0.01% 738
2020
Q1 		$13K Buy
288
+9
+3% +$664 0.01% 792
2019
Q4 		$23K Buy
279
+38
+16% +$3.25K 0.01% 651
2019
Q3 		$22K Sell
241
-3
-1% -$261 0.01% 626
2019
Q2 		$22K Hold
244
– – 0.01% 626
2019
Q1 		$19K Buy
244
+28
+13% +$2.1K 0.01% 567
2018
Q4 		$15K Sell
216
-465
-68% -$31.6K 0.01% 540
2018
Q3 		$44K Buy
+681
New +$44K 0.03% 323
2018
Q2 		– Sell
-41
Closed -$2K – 922
2018
Q1 		$2K Buy
41
+11
+37% +$621 ﹤0.01% 888
2017
Q4 		$2K Hold
30
– – ﹤0.01% 875
2017
Q3 		$2K Hold
30
– – ﹤0.01% 850
2017
Q2 		$2K Hold
30
– – ﹤0.01% 849
2017
Q1 		$2K Hold
30
– – ﹤0.01% 775
2016
Q4 		$2K Buy
+30
New +$1.99K ﹤0.01% 714

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WELL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Welltower (WELL) stake by 46% in Q2 2026, selling an estimated $1.18M and leaving 6,564 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #168.

Patriot Financial Group Insurance Agency first reported a position in WELL in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.4M in Q1 2026. 699 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 6,564 shares of Welltower worth $1.49M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,570 Welltower shares in Q2 2026, an estimated $1.18M.
  • Welltower made up 0.15% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #168 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Welltower in Q4 2016 and has held it in 25 quarters since.
  • Patriot Financial Group Insurance Agency's Welltower position peaked at $2.4M in Q1 2026.
  • 699 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.