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Richardson Financial Services’s Welltower WELL Stock Holding History

Richardson Financial Services’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
Q1 		$79.3K Buy
401
+144
+56% +$28.5K 0.05% 247
2025
Q4 		$47.7K Buy
257
+230
+852% +$43K 0.02% 301
2025
Q3 		$4.81K Buy
+27
New +$4.44K ﹤0.01% 473

Other funds holding WELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Richardson Financial Services's WELL Position: Q1 2026 in Review

Richardson Financial Services increased its Welltower (WELL) stake by 56% in Q1 2026, buying an estimated $28.5K and bringing the position to 401 shares worth $79.3K. The position accounts for 0.05% of the portfolio, ranked #247.

Richardson Financial Services first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 1,479 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Richardson Financial Services held 401 shares of Welltower worth $79.3K as of Q1 2026.
  • Richardson Financial Services bought 144 Welltower shares in Q1 2026, an estimated $28.5K.
  • Welltower made up 0.05% of Richardson Financial Services's portfolio in Q1 2026, its #247 holding.
  • Richardson Financial Services first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.