Raffa Wealth Management’s Welltower WELL Stock Holding History

Raffa Wealth Management’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	$47K	Buy	207 +46	+29%	+$9.72K	0.01%	175
2026 Q1	$31.8K	Buy	161 +55	+52%	+$10.9K	0.01%	204
2025 Q4	$19.7K	Buy	106 +15	+16%	+$2.8K	﹤0.01%	267
2025 Q3	$16.2K	Buy	91 +18	+25%	+$2.96K	﹤0.01%	288
2025 Q2	$11.2K	Hold	73	–	–	﹤0.01%	355
2025 Q1	$11.2K	Hold	73	–	–	﹤0.01%	296
2024 Q4	$9.2K	Hold	73	–	–	﹤0.01%	342
2024 Q3	$9.35K	Hold	73	–	–	﹤0.01%	319
2024 Q2	$7.61K	Hold	73	–	–	﹤0.01%	486
2024 Q1	$6.82K	Hold	73	–	–	﹤0.01%	474
2023 Q4	$6.58K	Hold	73	–	–	﹤0.01%	350
2023 Q3	$5.98K	Hold	73	–	–	﹤0.01%	352
2023 Q2	$5.91K	Hold	73	–	–	﹤0.01%	359
2023 Q1	$5.23K	Hold	73	–	–	﹤0.01%	395
2022 Q4	$4.79K	Hold	73	–	–	﹤0.01%	396
2022 Q3	$4.7K	Hold	73	–	–	﹤0.01%	399
2022 Q2	$6.01K	Hold	73	–	–	﹤0.01%	348
2022 Q1	$7.02K	Hold	73	–	–	﹤0.01%	342
2021 Q4	$6.26K	Hold	73	–	–	﹤0.01%	379
2021 Q3	$6.01K	Hold	73	–	–	﹤0.01%	342
2021 Q2	$6.07K	Hold	73	–	–	﹤0.01%	338
2021 Q1	$5.23K	Buy	73 +9	+14%	+$604	﹤0.01%	395
2020 Q4	$4.14K	Hold	64	–	–	﹤0.01%	399
2020 Q3	$3.53K	Buy	64 +12	+23%	+$659	﹤0.01%	387
2020 Q2	$2.69K	Buy	52 +5	+11%	+$246	﹤0.01%	417
2020 Q1	$2.15K	Buy	47 +15	+47%	+$1.11K	﹤0.01%	416
2019 Q4	$2.62K	Hold	32	–	–	﹤0.01%	347
2019 Q3	$2.9K	Buy	+32	New	+$2.79K	﹤0.01%	326
2019 Q2	–	Sell	-32	Closed	-$2.48K	–	1397
2019 Q1	$2.48K	Buy	+32	New	+$2.4K	﹤0.01%	321

Other funds holding WELL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Raffa Wealth Management's WELL Position: Q2 2026 in Review

Raffa Wealth Management increased its Welltower (WELL) stake by 29% in Q2 2026, buying an estimated $9.72K and bringing the position to 207 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #175.

Raffa Wealth Management first reported a position in WELL in Q1 2019 and has held it in 29 quarters since. 1,518 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Raffa Wealth Management held 207 shares of Welltower worth $47K as of Q2 2026.
Raffa Wealth Management bought 46 Welltower shares in Q2 2026, an estimated $9.72K.
Welltower made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #175 holding.
Raffa Wealth Management first reported a position in Welltower in Q1 2019 and has held it in 29 quarters since.
1,518 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.