Prospera Financial Services’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.36M | Sell |
10,400
-1,529
| -13% | -$323K | 0.03% | 472 |
|
|
2026
Q1 | $2.36M | Sell |
11,929
-487
| -4% | -$96.2K | 0.04% | 453 |
|
|
2025
Q4 | $2.31M | Buy |
12,416
+550
| +5% | +$103K | 0.04% | 445 |
|
|
2025
Q3 | $2.11M | Buy |
11,866
+1,567
| +15% | +$258K | 0.04% | 463 |
|
|
2025
Q2 | $1.58M | Buy |
10,299
+577
| +6% | +$86.2K | 0.03% | 524 |
|
|
2025
Q1 | $1.49M | Sell |
9,722
-249
| -2% | -$35.5K | 0.03% | 450 |
|
|
2024
Q4 | $1.26M | Buy |
9,971
+1,521
| +18% | +$200K | 0.03% | 484 |
|
|
2024
Q3 | $1.08M | Buy |
8,450
+463
| +6% | +$54K | 0.03% | 492 |
|
|
2024
Q2 | $833K | Buy |
7,987
+46
| +0.6% | +$4.51K | 0.02% | 554 |
|
|
2024
Q1 | $743K | Sell |
7,941
-390
| -5% | -$35.3K | 0.02% | 579 |
|
|
2023
Q4 | $751K | Buy |
8,331
+2,685
| +48% | +$233K | 0.02% | 541 |
|
|
2023
Q3 | $463K | Buy |
5,646
+1,178
| +26% | +$96.9K | 0.02% | 638 |
|
|
2023
Q2 | $362K | Sell |
4,468
-3,410
| -43% | -$263K | 0.01% | 716 |
|
|
2023
Q1 | $565K | Sell |
7,878
-79
| -1% | -$5.73K | 0.02% | 571 |
|
|
2022
Q4 | $522K | Buy |
7,957
+609
| +8% | +$39.2K | 0.03% | 525 |
|
|
2022
Q3 | $472K | Buy |
7,348
+3,684
| +101% | +$288K | 0.02% | 538 |
|
|
2022
Q2 | $302K | Sell |
3,664
-950
| -21% | -$84.5K | 0.02% | 632 |
|
|
2022
Q1 | $444K | Buy |
4,614
+78
| +2% | +$6.78K | 0.02% | 628 |
|
|
2021
Q4 | $389K | Buy |
4,536
+22
| +0.5% | +$1.83K | 0.02% | 638 |
|
|
2021
Q3 | $372K | Buy |
4,514
+26
| +0.6% | +$2.23K | 0.02% | 610 |
|
|
2021
Q2 | $373K | Buy |
4,488
+82
| +2% | +$6.28K | 0.02% | 602 |
|
|
2021
Q1 | $316K | Buy |
4,406
+460
| +12% | +$30.9K | 0.02% | 601 |
|
|
2020
Q4 | $255K | Buy |
3,946
+3,803
| +2,659% | +$231K | 0.02% | 583 |
|
|
2020
Q3 | $8K | Sell |
143
-3,782
| -96% | -$208K | ﹤0.01% | 1183 |
|
|
2020
Q2 | $203K | Buy |
+3,925
| New | +$193K | 0.02% | 536 |
|
|
2020
Q1 | – | Sell |
-3,079
| Closed | -$252K | – | 630 |
|
|
2019
Q4 | $252K | Sell |
3,079
-175
| -5% | -$15K | 0.02% | 514 |
|
|
2019
Q3 | $295K | Sell |
3,254
-383
| -11% | -$33.3K | 0.03% | 439 |
|
|
2019
Q2 | $299K | Sell |
3,637
-32
| -0.9% | -$2.52K | 0.03% | 403 |
|
|
2019
Q1 | $278K | Buy |
3,669
+358
| +11% | +$26.9K | 0.09% | 258 |
|
|
2018
Q4 | $229K | Buy |
+3,311
| New | +$225K | 0.05% | 341 |
|
Other funds holding WELL
Prospera Financial Services's WELL Position: Q2 2026 in Review
Prospera Financial Services reduced its Welltower (WELL) stake by 13% in Q2 2026, selling an estimated $323K and leaving 10,400 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #472.
Prospera Financial Services first reported a position in WELL in Q4 2018 and has held it in 30 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- Prospera Financial Services held 10,400 shares of Welltower worth $2.36M as of Q2 2026.
- Prospera Financial Services sold 1,529 Welltower shares in Q2 2026, an estimated $323K.
- Welltower made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #472 holding.
- Prospera Financial Services first reported a position in Welltower in Q4 2018 and has held it in 30 quarters since.
- 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.