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S&A Financial Services’s Welltower WELL Stock Holding History

S&A Financial Services’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 		$1.54M Sell
6,768
-199
-3% -$42.1K 0.94% 29
2026
Q1 		$1.38M Buy
+6,967
New +$1.38M 0.95% 30

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

S&A Financial Services's WELL Position: Q2 2026 in Review

S&A Financial Services reduced its Welltower (WELL) stake by 2.9% in Q2 2026, selling an estimated $42.1K and leaving 6,768 shares worth $1.54M. The position accounts for 0.94% of the portfolio, ranked #29.

S&A Financial Services first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,584 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • S&A Financial Services held 6,768 shares of Welltower worth $1.54M as of Q2 2026.
  • S&A Financial Services sold 199 Welltower shares in Q2 2026, an estimated $42.1K.
  • Welltower made up 0.94% of S&A Financial Services's portfolio in Q2 2026, its #29 holding.
  • S&A Financial Services first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.