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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
Q2 		$73.8K Sell
325
-90
-22% -$19K 0.01% 600
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 $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

Rossby Financial's WELL Position: Q2 2026 in Review

Rossby Financial reduced its Welltower (WELL) stake by 22% in Q2 2026, selling an estimated $19K and leaving 325 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #600.

Rossby Financial first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. The position peaked at $82.5K in Q1 2026. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Rossby Financial held 325 shares of Welltower worth $73.8K as of Q2 2026.
  • Rossby Financial sold 90 Welltower shares in Q2 2026, an estimated $19K.
  • Welltower made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #600 holding.
  • Rossby Financial first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • Rossby Financial's Welltower position peaked at $82.5K in Q1 2026.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.