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Resonant Capital Advisors’s Welltower WELL Stock Holding History

Resonant Capital Advisors’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 		$625K Buy
2,753
+55
+2% +$11.6K 0.03% 252
2026
Q1 		$533K Buy
2,698
+312
+13% +$61.7K 0.03% 258
2025
Q4 		$443K Buy
2,386
+109
+5% +$20.4K 0.02% 262
2025
Q3 		$406K Buy
2,277
+292
+15% +$48K 0.02% 281
2025
Q2 		$305K Buy
+1,985
New +$297K 0.02% 326

Other funds holding WELL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Resonant Capital Advisors's WELL Position: Q2 2026 in Review

Resonant Capital Advisors increased its Welltower (WELL) stake by 2% in Q2 2026, buying an estimated $11.6K and bringing the position to 2,753 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #252.

Resonant Capital Advisors first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 856 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Resonant Capital Advisors held 2,753 shares of Welltower worth $625K as of Q2 2026.
  • Resonant Capital Advisors bought 55 Welltower shares in Q2 2026, an estimated $11.6K.
  • Welltower made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #252 holding.
  • Resonant Capital Advisors first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 856 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.