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RiverFront Investment Group’s Welltower WELL Stock Holding History

RiverFront Investment 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 		– Sell
-6,239
Closed -$1.23M – 445
2026
Q1 		$1.23M Sell
6,239
-170
-3% -$33.6K 0.02% 181
2025
Q4 		$1.19M Buy
6,409
+63
+1% +$11.8K 0.02% 148
2025
Q3 		$1.13M Hold
6,346
– – 0.02% 142
2025
Q2 		$976K Buy
6,346
+1
+0% +$149 0.02% 147
2025
Q1 		$972K Buy
+6,345
New +$904K 0.02% 139

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

RiverFront Investment Group's WELL Position: Q2 2026 in Review

RiverFront Investment Group sold out of Welltower (WELL) in Q2 2026, closing a stake of 6,239 shares — an estimated $1.23M sold.

RiverFront Investment Group first reported a position in WELL in Q1 2025 and held it in 5 quarters. The position peaked at $1.23M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • RiverFront Investment Group reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • RiverFront Investment Group sold 6,239 Welltower shares in Q2 2026, an estimated $1.23M.
  • RiverFront Investment Group first reported a position in Welltower in Q1 2025 and held it in 5 quarters.
  • RiverFront Investment Group's Welltower position peaked at $1.23M in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.