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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's WELL Position: Q1 2026 in Review

Phoenix Financial increased its Welltower (WELL) stake by 45% in Q1 2026, buying an estimated $636K and bringing the position to 10,340 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #174.

Phoenix Financial first reported a position in WELL in Q2 2025 and has held it in 4 quarters since. 1,485 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Phoenix Financial held 10,340 shares of Welltower worth $2.04M as of Q1 2026.
  • Phoenix Financial bought 3,219 Welltower shares in Q1 2026, an estimated $636K.
  • Welltower made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #174 holding.
  • Phoenix Financial first reported a position in Welltower in Q2 2025 and has held it in 4 quarters since.
  • 1,485 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.