Petix & Botte Financial’s Welltower WELL Stock Holding History

Petix & Botte 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	$212K	Buy	+932	New	+$197K	0.04%	142

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Petix & Botte Financial's WELL Position: Q2 2026 in Review

Petix & Botte Financial opened a new position in Welltower (WELL) in Q2 2026: 932 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Petix & Botte Financial held 932 shares of Welltower worth $212K as of Q2 2026.
Welltower was a new Petix & Botte Financial position in Q2 2026.
Welltower made up 0.04% of Petix & Botte Financial's portfolio in Q2 2026, its #142 holding.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.