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Phoenix Financial’s Welltower WELL Stock Holding History

Phoenix 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 		$1.62M Sell
7,152
-3,188
-31% -$674K 0.01% 214
2026
Q1 		$2.04M Buy
10,340
+3,219
+45% +$636K 0.02% 174
2025
Q4 		$1.32M Buy
7,121
+1,115
+19% +$208K 0.01% 209
2025
Q3 		$1.07M Sell
6,006
-2,541
-30% -$418K 0.01% 225
2025
Q2 		$1.31M Buy
+8,547
New +$1.28M 0.02% 208

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 $3.38T AUM 44.17% 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

Phoenix Financial's WELL Position: Q2 2026 in Review

Phoenix Financial reduced its Welltower (WELL) stake by 31% in Q2 2026, selling an estimated $674K and leaving 7,152 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #214.

Phoenix Financial first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q1 2026. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Phoenix Financial held 7,152 shares of Welltower worth $1.62M as of Q2 2026.
  • Phoenix Financial sold 3,188 Welltower shares in Q2 2026, an estimated $674K.
  • Welltower made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #214 holding.
  • Phoenix Financial first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Welltower position peaked at $2.04M in Q1 2026.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.