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Sara-Bay Financial’s Welltower WELL Stock Holding History

Sara-Bay 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 		$1.17M Hold
5,135
– – 0.31% 29
2026
Q1 		$1.02M Hold
5,135
– – 0.31% 31
2025
Q4 		$965K Sell
5,135
-21
-0.4% -$3.92K 0.29% 29
2025
Q3 		$918K Buy
5,156
+10
+0.2% +$1.64K 0.26% 33
2025
Q2 		$791K Sell
5,146
-183
-3% -$27.3K 0.28% 33
2025
Q1 		$818K Buy
5,329
+29
+0.5% +$4.13K 0.36% 35
2024
Q4 		$662K Sell
5,300
-52
-1% -$6.83K 0.25% 40
2024
Q3 		$685K Sell
5,352
-655
-11% -$76.4K 0.25% 45
2024
Q2 		$626K Buy
6,007
+655
+12% +$64.2K 0.25% 47
2024
Q1 		$492K Buy
5,352
+183
+4% +$16.6K 0.22% 56
2023
Q4 		$466K Hold
5,169
– – 0.23% 54
2023
Q3 		$423K Sell
5,169
-203
-4% -$16.7K 0.21% 53
2023
Q2 		$435K Sell
5,372
-175
-3% -$13.5K 0.21% 54
2023
Q1 		$398K Sell
5,547
-1,427
-20% -$104K 0.2% 55
2022
Q4 		$457K Hold
6,974
– – 0.26% 48
2022
Q3 		$449K Buy
6,974
+38
+0.5% +$2.97K 0.25% 45
2022
Q2 		$575K Buy
6,936
+602
+10% +$53.6K 0.28% 39
2022
Q1 		$609K Buy
6,334
+63
+1% +$5.47K 0.24% 41
2021
Q4 		$538K Buy
+6,271
New +$523K 0.16% 49
2021
Q3 		– Sell
-5,230
Closed -$435K – 84
2021
Q2 		$435K Buy
5,230
+1,035
+25% +$79.2K 0.16% 56
2021
Q1 		$301K Buy
4,195
+297
+8% +$19.9K 0.12% 61
2020
Q4 		$252K Buy
3,898
+140
+4% +$8.5K 0.11% 68
2020
Q3 		$207K Sell
3,758
-70
-2% -$3.84K 0.11% 71
2020
Q2 		$203K Buy
+3,828
New +$188K 0.12% 74

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Sara-Bay Financial's WELL Position: Q2 2026 in Review

Sara-Bay Financial held its Welltower (WELL) position steady in Q2 2026 at 5,135 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #29.

Sara-Bay Financial first reported a position in WELL in Q2 2020 and has held it in 24 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sara-Bay Financial held 5,135 shares of Welltower worth $1.17M as of Q2 2026.
  • Sara-Bay Financial left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.31% of Sara-Bay Financial's portfolio in Q2 2026, its #29 holding.
  • Sara-Bay Financial first reported a position in Welltower in Q2 2020 and has held it in 24 quarters since.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.