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Robinswood Financial’s Welltower WELL Stock Holding History

Robinswood Financial’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 		$23.3K Hold
102
– – 0.01% 218
2026
Q1 		$20.2K Buy
102
+1
+1% +$198 0.01% 225
2025
Q4 		$18.9K Hold
101
– – 0.01% 226
2025
Q3 		$18.1K Hold
101
– – 0.01% 220
2025
Q2 		$15.6K Hold
101
– – 0.01% 232
2025
Q1 		$15.5K Hold
101
– – 0.01% 215
2024
Q4 		$12.7K Hold
101
– – ﹤0.01% 184
2024
Q3 		$12.9K Buy
101
+29
+40% +$3.38K ﹤0.01% 192
2024
Q2 		$7.51K Hold
72
– – ﹤0.01% 232
2024
Q1 		$6.62K Hold
72
– – ﹤0.01% 171
2023
Q4 		$6.49K Hold
72
– – ﹤0.01% 169
2023
Q3 		$5.9K Hold
72
– – ﹤0.01% 172
2023
Q2 		$5.82K Buy
+72
New +$5.55K ﹤0.01% 156

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 $3.38T AUM 44.17% 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

Robinswood Financial's WELL Position: Q2 2026 in Review

Robinswood Financial held its Welltower (WELL) position steady in Q2 2026 at 102 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #218.

Robinswood Financial first reported a position in WELL in Q2 2023 and has held it in 13 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Robinswood Financial held 102 shares of Welltower worth $23.3K as of Q2 2026.
  • Robinswood Financial left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #218 holding.
  • Robinswood Financial first reported a position in Welltower in Q2 2023 and has held it in 13 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.