Register Financial Advisors’s Welltower WELL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Hold	1,734	–	–	0.12%	160
2026 Q1	$343K	Sell	1,734 -125	-7%	-$24.7K	0.13%	160
2025 Q4	$345K	Sell	1,859 -175	-9%	-$32.7K	0.13%	145
2025 Q3	$362K	Hold	2,034	–	–	0.14%	137
2025 Q2	$313K	Sell	2,034 -216	-10%	-$32.3K	0.14%	147
2025 Q1	$345K	Hold	2,250	–	–	0.18%	126
2024 Q4	$284K	Sell	2,250 -350	-13%	-$45.9K	0.14%	141
2024 Q3	$333K	Hold	2,600	–	–	0.17%	125
2024 Q2	$271K	Hold	2,600	–	–	0.14%	144
2024 Q1	$243K	Hold	2,600	–	–	0.13%	148
2023 Q4	$234K	Hold	2,600	–	–	0.16%	139
2023 Q3	$213K	Hold	2,600	–	–	0.16%	129
2023 Q2	$210K	Hold	2,600	–	–	0.15%	133
2023 Q1	$186K	Hold	2,600	–	–	0.15%	133
2022 Q4	$170K	Buy	+2,600	New	+$167K	0.11%	175

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Register Financial Advisors held its Welltower (WELL) position steady in Q2 2026 at 1,734 shares worth $394K. The position accounts for 0.12% of the portfolio, ranked #160.

Register Financial Advisors first reported a position in WELL in Q4 2022 and has held it in 15 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Register Financial Advisors held 1,734 shares of Welltower worth $394K as of Q2 2026.
Register Financial Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.12% of Register Financial Advisors's portfolio in Q2 2026, its #160 holding.
Register Financial Advisors first reported a position in Welltower in Q4 2022 and has held it in 15 quarters since.
657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.