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Rossby Financial’s Welltower WELL Stock Holding History

Rossby 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
Q1 		$82.5K Buy
415
+303
+271% +$59.9K 0.02% 593
2025
Q4 		$20.8K Buy
112
+82
+273% +$15.3K 0.01% 722
2025
Q3 		$5.38K Buy
+30
New +$4.93K ﹤0.01% 965

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

Rossby Financial's WELL Position: Q1 2026 in Review

Rossby Financial increased its Welltower (WELL) stake by 271% in Q1 2026, buying an estimated $59.9K and bringing the position to 415 shares worth $82.5K. The position accounts for 0.02% of the portfolio, ranked #593.

Rossby Financial 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.

  • Rossby Financial held 415 shares of Welltower worth $82.5K as of Q1 2026.
  • Rossby Financial bought 303 Welltower shares in Q1 2026, an estimated $59.9K.
  • Welltower made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #593 holding.
  • Rossby Financial 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.