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RDA Financial Network’s Welltower WELL Stock Holding History

RDA Financial Network’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 		$2.18M Sell
9,586
-1,342
-12% -$284K 0.47% 54
2026
Q1 		$2.16M Buy
10,928
+258
+2% +$51K 0.54% 51
2025
Q4 		$1.98M Sell
10,670
-2,059
-16% -$385K 0.48% 60
2025
Q3 		$2.27M Sell
12,729
-311
-2% -$51.1K 0.56% 48
2025
Q2 		$2M Sell
13,040
-781
-6% -$117K 0.54% 47
2025
Q1 		$2.12M Sell
13,821
-915
-6% -$130K 0.63% 44
2024
Q4 		$1.86M Sell
14,736
-655
-4% -$86K 0.54% 52
2024
Q3 		$1.97M Sell
15,391
-770
-5% -$89.8K 0.61% 45
2024
Q2 		$1.68M Buy
16,161
+104
+0.6% +$10.2K 0.55% 50
2024
Q1 		$1.5M Buy
16,057
+33
+0.2% +$2.99K 0.51% 57
2023
Q4 		$1.44M Buy
16,024
+3,013
+23% +$261K 0.55% 55
2023
Q3 		$1.07M Sell
13,011
-100
-0.8% -$8.22K 0.46% 66
2023
Q2 		$1.06M Sell
13,111
-404
-3% -$31.1K 0.45% 66
2023
Q1 		$969K Hold
13,515
– – 0.44% 67
2022
Q4 		$886K Sell
13,515
-2,306
-15% -$148K 0.45% 71
2022
Q3 		$1.02M Buy
15,821
+221
+1% +$17.3K 0.56% 60
2022
Q2 		$1.28M Sell
15,600
-36
-0.2% -$3.2K 0.65% 51
2022
Q1 		$1.5M Sell
15,636
-143
-0.9% -$12.4K 0.63% 52
2021
Q4 		$1.35M Sell
15,779
-1,002
-6% -$83.5K 0.55% 55
2021
Q3 		$1.38M Sell
16,781
-1,022
-6% -$87.8K 0.61% 53
2021
Q2 		$1.48M Sell
17,803
-258
-1% -$19.8K 0.65% 46
2021
Q1 		$1.29M Sell
18,061
-514
-3% -$34.5K 0.56% 52
2020
Q4 		$1.2M Sell
18,575
-460
-2% -$27.9K 0.54% 55
2020
Q3 		$1.05M Buy
19,035
+308
+2% +$16.9K 0.48% 61
2020
Q2 		$969K Buy
18,727
+1,047
+6% +$51.5K 0.48% 61
2020
Q1 		$809K Buy
17,680
+431
+2% +$31.8K 0.49% 56
2019
Q4 		$1.49M Buy
17,249
+119
+0.7% +$10.2K 0.61% 36
2019
Q3 		$1.46M Buy
17,130
+133
+0.8% +$11.6K 0.62% 38
2019
Q2 		$1.45M Buy
16,997
+270
+2% +$21.2K 0.65% 34
2019
Q1 		$1.28M Buy
+16,727
New +$1.25M 0.6% 38

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

RDA Financial Network's WELL Position: Q2 2026 in Review

RDA Financial Network reduced its Welltower (WELL) stake by 12% in Q2 2026, selling an estimated $284K and leaving 9,586 shares worth $2.18M. The position accounts for 0.47% of the portfolio, ranked #54.

RDA Financial Network first reported a position in WELL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.27M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • RDA Financial Network held 9,586 shares of Welltower worth $2.18M as of Q2 2026.
  • RDA Financial Network sold 1,342 Welltower shares in Q2 2026, an estimated $284K.
  • Welltower made up 0.47% of RDA Financial Network's portfolio in Q2 2026, its #54 holding.
  • RDA Financial Network first reported a position in Welltower in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's Welltower position peaked at $2.27M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.