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Pure Financial Advisors’s Welltower WELL Stock Holding History

Pure Financial Advisors’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 		$471K Buy
2,074
+589
+40% +$125K 0.01% 389
2026
Q1 		$294K Buy
+1,485
New +$293K ﹤0.01% 461

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

Pure Financial Advisors's WELL Position: Q2 2026 in Review

Pure Financial Advisors increased its Welltower (WELL) stake by 40% in Q2 2026, buying an estimated $125K and bringing the position to 2,074 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #389.

Pure Financial Advisors first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Pure Financial Advisors held 2,074 shares of Welltower worth $471K as of Q2 2026.
  • Pure Financial Advisors bought 589 Welltower shares in Q2 2026, an estimated $125K.
  • Welltower made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #389 holding.
  • Pure Financial Advisors first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.