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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
Q2 		$94.4K Buy
416
+15
+4% +$3.17K 0.05% 241
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Richardson Financial Services's WELL Position: Q2 2026 in Review

Richardson Financial Services increased its Welltower (WELL) stake by 3.7% in Q2 2026, buying an estimated $3.17K and bringing the position to 416 shares worth $94.4K. The position accounts for 0.05% of the portfolio, ranked #241.

Richardson Financial Services first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Richardson Financial Services held 416 shares of Welltower worth $94.4K as of Q2 2026.
  • Richardson Financial Services bought 15 Welltower shares in Q2 2026, an estimated $3.17K.
  • Welltower made up 0.05% of Richardson Financial Services's portfolio in Q2 2026, its #241 holding.
  • Richardson Financial Services first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.