Raymond James Financial
WELL icon

Raymond James Financial’s Welltower WELL Stock Holding History

Raymond James Financial’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 		$212M Buy
934,992
+40,813
+5% +$8.63M 0.06% 294
2026
Q1 		$177M Sell
894,179
-26,192
-3% -$5.18M 0.05% 315
2025
Q4 		$171M Buy
920,371
+113,608
+14% +$21.2M 0.05% 312
2025
Q3 		$144M Buy
806,763
+31,859
+4% +$5.24M 0.05% 364
2025
Q2 		$119M Buy
774,904
+51,976
+7% +$7.77M 0.04% 415
2025
Q1 		$111M Buy
722,928
+4,331
+0.6% +$617K 0.04% 396
2024
Q4 		$90.6M Buy
+718,597
New +$94.3M 0.03% 478

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 $3.38T AUM 44.17% 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

Raymond James Financial's WELL Position: Q2 2026 in Review

Raymond James Financial increased its Welltower (WELL) stake by 4.6% in Q2 2026, buying an estimated $8.63M and bringing the position to 934,992 shares worth $212M. The position accounts for 0.06% of the portfolio, ranked #294.

Raymond James Financial first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,601 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Raymond James Financial held 934,992 shares of Welltower worth $212M as of Q2 2026.
  • Raymond James Financial bought 40,813 Welltower shares in Q2 2026, an estimated $8.63M.
  • Welltower made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #294 holding.
  • Raymond James Financial first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,601 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.