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Root Financial Partners’s Welltower WELL Stock Holding History

Root Financial Partners’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
-217
Closed -$42.9K – 3156
2026
Q1 		$42.9K Buy
217
+66
+44% +$13K ﹤0.01% 942
2025
Q4 		$28K Buy
151
+33
+28% +$6.16K ﹤0.01% 991
2025
Q3 		$21K Buy
+118
New +$19.4K ﹤0.01% 1096

Other funds holding WELL

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's WELL Position: Q2 2026 in Review

Root Financial Partners sold out of Welltower (WELL) in Q2 2026, closing a stake of 217 shares — an estimated $42.9K sold.

Root Financial Partners first reported a position in WELL in Q3 2025 and held it in 3 quarters. The position peaked at $42.9K in Q1 2026. 583 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Root Financial Partners reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 217 Welltower shares in Q2 2026, an estimated $42.9K.
  • Root Financial Partners first reported a position in Welltower in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Welltower position peaked at $42.9K in Q1 2026.
  • 583 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.