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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Raymond James Financial's WELL Position: Q1 2026 in Review

Raymond James Financial reduced its Welltower (WELL) stake by 2.8% in Q1 2026, selling an estimated $5.18M and leaving 894,179 shares worth $177M. The position accounts for 0.05% of the portfolio, ranked #315.

Raymond James Financial first reported a position in WELL in Q4 2024 and has held it in 6 quarters since. 1,484 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Raymond James Financial held 894,179 shares of Welltower worth $177M as of Q1 2026.
  • Raymond James Financial sold 26,192 Welltower shares in Q1 2026, an estimated $5.18M.
  • Welltower made up 0.05% of Raymond James Financial's portfolio in Q1 2026, its #315 holding.
  • Raymond James Financial first reported a position in Welltower in Q4 2024 and has held it in 6 quarters since.
  • 1,484 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.