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SFMG Wealth Advisors’s Welltower WELL Stock Holding History

SFMG Wealth Advisors’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 		$707K Buy
3,117
+7
+0.2% +$1.48K 0.04% 154
2026
Q1 		$615K Sell
3,110
-143
-4% -$28.3K 0.04% 159
2025
Q4 		$604K Sell
3,253
-75
-2% -$14K 0.04% 163
2025
Q3 		$593K Buy
3,328
+39
+1% +$6.41K 0.04% 150
2025
Q2 		$506K Sell
3,289
-55
-2% -$8.22K 0.04% 157
2025
Q1 		$512K Buy
3,344
+45
+1% +$6.41K 0.04% 144
2024
Q4 		$416K Sell
3,299
-2
-0.1% -$263 0.03% 171
2024
Q3 		$423K Sell
3,301
-53
-2% -$6.18K 0.03% 161
2024
Q2 		$350K Sell
3,354
-62
-2% -$6.08K 0.03% 178
2024
Q1 		$319K Sell
3,416
-88
-3% -$7.97K 0.03% 192
2023
Q4 		$316K Buy
3,504
+100
+3% +$8.68K 0.03% 185
2023
Q3 		$279K Sell
3,404
-498
-13% -$41K 0.03% 186
2023
Q2 		$316K Hold
3,902
– – 0.03% 174
2023
Q1 		$280K Buy
3,902
+108
+3% +$7.83K 0.03% 188
2022
Q4 		$249K Hold
3,794
– – 0.03% 197
2022
Q3 		$220K Hold
3,794
– – 0.03% 210
2022
Q2 		$312K Sell
3,794
-165
-4% -$14.7K 0.04% 174
2022
Q1 		$381K Buy
3,959
+190
+5% +$16.5K 0.04% 174
2021
Q4 		$323K Buy
3,769
+240
+7% +$20K 0.03% 191
2021
Q3 		$291K Buy
3,529
+320
+10% +$27.5K 0.03% 199
2021
Q2 		$267K Hold
3,209
– – 0.03% 215
2021
Q1 		$230K Buy
+3,209
New +$215K 0.03% 213

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

SFMG Wealth Advisors's WELL Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Welltower (WELL) stake by 0.23% in Q2 2026, buying an estimated $1.48K and bringing the position to 3,117 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #154.

SFMG Wealth Advisors first reported a position in WELL in Q1 2021 and has held it in 22 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • SFMG Wealth Advisors held 3,117 shares of Welltower worth $707K as of Q2 2026.
  • SFMG Wealth Advisors bought 7 Welltower shares in Q2 2026, an estimated $1.48K.
  • Welltower made up 0.04% of SFMG Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • SFMG Wealth Advisors first reported a position in Welltower in Q1 2021 and has held it in 22 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.