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Prosperity Financial Group’s Welltower WELL Stock Holding History

Prosperity 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
2026
Q2 		$425K Buy
1,873
+16
+0.9% +$3.38K 0.13% 134
2026
Q1 		$367K Sell
1,857
-91
-5% -$18K 0.14% 129
2025
Q4 		$362K Buy
1,948
+1
+0.1% +$187 0.13% 127
2025
Q3 		$347K Buy
1,947
+22
+1% +$3.62K 0.13% 125
2025
Q2 		$296K Buy
1,925
+1
+0.1% +$149 0.13% 125
2025
Q1 		$295K Buy
1,924
+5
+0.3% +$712 0.15% 124
2024
Q4 		$242K Buy
1,919
+2
+0.1% +$263 0.12% 139
2024
Q3 		$245K Buy
+1,917
New +$224K 0.14% 131

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 $3.37T AUM 44.26% 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

Prosperity Financial Group's WELL Position: Q2 2026 in Review

Prosperity Financial Group increased its Welltower (WELL) stake by 0.86% in Q2 2026, buying an estimated $3.38K and bringing the position to 1,873 shares worth $425K. The position accounts for 0.13% of the portfolio, ranked #134.

Prosperity Financial Group first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Prosperity Financial Group held 1,873 shares of Welltower worth $425K as of Q2 2026.
  • Prosperity Financial Group bought 16 Welltower shares in Q2 2026, an estimated $3.38K.
  • Welltower made up 0.13% of Prosperity Financial Group's portfolio in Q2 2026, its #134 holding.
  • Prosperity Financial Group first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.