RHL Group’s Welltower WELL Stock Holding History

RHL Group’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	$10.2K	Buy	45 +3	+7%	+$634	0.01%	181
2026 Q1	$8.33K	Hold	42	–	–	0.01%	178
2025 Q4	$7.8K	Buy	+42	New	+$7.84K	0.01%	132

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RHL Group's WELL Position: Q2 2026 in Review

RHL Group increased its Welltower (WELL) stake by 7.1% in Q2 2026, buying an estimated $634 and bringing the position to 45 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #181.

RHL Group first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

RHL Group held 45 shares of Welltower worth $10.2K as of Q2 2026.
RHL Group bought 3 Welltower shares in Q2 2026, an estimated $634.
Welltower made up 0.01% of RHL Group's portfolio in Q2 2026, its #181 holding.
RHL Group first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on RHL Group's 13F filing for Q2 2026, filed 4 Aug 2026.