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Reyes Financial Architecture’s Welltower WELL Stock Holding History

Reyes Financial Architecture’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 		$17.7K Hold
78
– – 0.01% 225
2026
Q1 		$15.4K Sell
78
-23
-23% -$4.54K 0.01% 242
2025
Q4 		$18.7K Buy
101
+23
+29% +$4.3K 0.01% 223
2025
Q3 		$13.9K Hold
78
– – 0.01% 228
2025
Q2 		$12K Hold
78
– – 0.01% 214
2025
Q1 		$11.9K Hold
78
– – 0.01% 215
2024
Q4 		$9.83K Buy
+78
New +$10.2K 0.01% 202

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Reyes Financial Architecture's WELL Position: Q2 2026 in Review

Reyes Financial Architecture held its Welltower (WELL) position steady in Q2 2026 at 78 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #225.

Reyes Financial Architecture first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7K in Q4 2025. 330 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Reyes Financial Architecture held 78 shares of Welltower worth $17.7K as of Q2 2026.
  • Reyes Financial Architecture left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Reyes Financial Architecture's portfolio in Q2 2026, its #225 holding.
  • Reyes Financial Architecture first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's Welltower position peaked at $18.7K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.