Prairie Sky Financial Group’s Welltower WELL Stock Holding History

Prairie Sky Financial Group’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
2025 Q2	$512K	Hold	3,332	–	–	0.28%	36
2025 Q1	$510K	Hold	3,332	–	–	0.3%	39
2024 Q4	$420K	Hold	3,332	–	–	0.26%	44
2024 Q3	$427K	Hold	3,332	–	–	0.24%	43
2024 Q2	$347K	Hold	3,332	–	–	0.22%	53
2024 Q1	$311K	Hold	3,332	–	–	0.19%	56
2023 Q4	$300K	Hold	3,332	–	–	0.2%	58
2023 Q3	$273K	Hold	3,332	–	–	0.19%	60
2023 Q2	$270K	Buy	+3,332	New	+$257K	0.18%	63

Other funds holding WELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prairie Sky Financial Group's WELL Position: Q2 2025 in Review

Prairie Sky Financial Group held its Welltower (WELL) position steady in Q2 2025 at 3,332 shares worth $512K. The position accounts for 0.28% of the portfolio, ranked #36.

Prairie Sky Financial Group first reported a position in WELL in Q2 2023 and has held it in 9 quarters since. 1,266 funds tracked by Wall St. Rank hold WELL as of Q2 2025.

Prairie Sky Financial Group held 3,332 shares of Welltower worth $512K as of Q2 2025.
Prairie Sky Financial Group left its Welltower share count unchanged in Q2 2025.
Welltower made up 0.28% of Prairie Sky Financial Group's portfolio in Q2 2025, its #36 holding.
Prairie Sky Financial Group first reported a position in Welltower in Q2 2023 and has held it in 9 quarters since.
1,266 funds tracked by Wall St. Rank held Welltower as of Q2 2025.

Based on Prairie Sky Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.