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Silver Grove Financial Group’s Welltower WELL Stock Holding History

Silver Grove Financial Group’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 		$141K Buy
+622
New +$131K 0.08% 189

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

Silver Grove Financial Group's WELL Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Welltower (WELL) in Q2 2026: 622 shares worth $141K. The stake represents 0.08% of the portfolio and ranks #189 among its holdings.

1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Silver Grove Financial Group held 622 shares of Welltower worth $141K as of Q2 2026.
  • Welltower was a new Silver Grove Financial Group position in Q2 2026.
  • Welltower made up 0.08% of Silver Grove Financial Group's portfolio in Q2 2026, its #189 holding.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.