SNS Financial Group’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $476K | Buy |
2,098
+77
| +4% | +$16.3K | 0.01% | 386 |
|
|
2026
Q1 | $400K | Buy |
2,021
+21
| +1% | +$4.15K | 0.03% | 150 |
|
|
2025
Q4 | $371K | Hold |
2,000
| – | – | 0.03% | 148 |
|
|
2025
Q3 | $356K | Hold |
2,000
| – | – | 0.03% | 149 |
|
|
2025
Q2 | $307K | Hold |
2,000
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $306K | Hold |
2,000
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $252K | Sell |
2,000
-107
| -5% | -$14K | 0.03% | 161 |
|
|
2024
Q3 | $270K | Hold |
2,107
| – | – | 0.03% | 164 |
|
|
2024
Q2 | $220K | Buy |
+2,107
| New | +$206K | 0.02% | 177 |
|
|
2022
Q2 | – | Sell |
-2,107
| Closed | -$203K | – | 229 |
|
|
2022
Q1 | $203K | Buy |
+2,107
| New | +$183K | 0.02% | 203 |
|
|
2020
Q1 | – | Sell |
-2,497
| Closed | -$204K | – | 238 |
|
|
2019
Q4 | $204K | Hold |
2,497
| – | – | 0.04% | 201 |
|
|
2019
Q3 | $226K | Sell |
2,497
-445
| -15% | -$38.7K | 0.04% | 174 |
|
|
2019
Q2 | $240K | Hold |
2,942
| – | – | 0.05% | 175 |
|
|
2019
Q1 | $229K | Sell |
2,942
-60
| -2% | -$4.5K | 0.05% | 165 |
|
|
2018
Q4 | $208K | Buy |
+3,002
| New | +$204K | 0.05% | 168 |
|
|
2018
Q1 | – | Sell |
-3,355
| Closed | -$214K | – | 179 |
|
|
2017
Q4 | $214K | Buy |
3,355
+193
| +6% | +$13K | 0.05% | 157 |
|
|
2017
Q3 | $222K | Hold |
3,162
| – | – | 0.06% | 155 |
|
|
2017
Q2 | $237K | Sell |
3,162
-120
| -4% | -$8.77K | 0.06% | 146 |
|
|
2017
Q1 | $233K | Buy |
+3,282
| New | +$221K | 0.06% | 152 |
|
|
2016
Q4 | – | Sell |
-3,067
| Closed | -$229K | – | 207 |
|
|
2016
Q3 | $229K | Buy |
3,067
+100
| +3% | +$7.66K | 0.07% | 121 |
|
|
2016
Q2 | $226K | Buy |
2,967
+46
| +2% | +$3.27K | 0.06% | 118 |
|
|
2016
Q1 | $203K | Buy |
+2,921
| New | +$188K | 0.05% | 110 |
|
|
2015
Q4 | – | Sell |
-3,456
| Closed | -$234K | – | 136 |
|
|
2015
Q3 | $234K | Sell |
3,456
-312
| -8% | -$20.8K | 0.06% | 107 |
|
|
2015
Q2 | $247K | Sell |
3,768
-257
| -6% | -$18.4K | 0.07% | 104 |
|
|
2015
Q1 | $311K | Sell |
4,025
-425
| -10% | -$33.5K | 0.11% | 92 |
|
|
2014
Q4 | $337K | Sell |
4,450
-200
| -4% | -$14.3K | 0.13% | 83 |
|
|
2014
Q3 | $290K | Sell |
4,650
-76
| -2% | -$4.9K | 0.09% | 96 |
|
|
2014
Q2 | $296K | Buy |
+4,726
| New | +$297K | 0.12% | 93 |
|
|
2014
Q1 | – | Sell |
-4,245
| Closed | -$227K | – | 132 |
|
|
2013
Q4 | $227K | Sell |
4,245
-93
| -2% | -$5.53K | 0.1% | 114 |
|
|
2013
Q3 | $271K | Buy |
4,338
+470
| +12% | +$29.9K | 0.17% | 82 |
|
|
2013
Q2 | $259K | Buy |
+3,868
| New | +$275K | 0.1% | 73 |
|
Other funds holding WELL
SNS Financial Group's WELL Position: Q2 2026 in Review
SNS Financial Group increased its Welltower (WELL) stake by 3.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 2,098 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #386.
SNS Financial Group first reported a position in WELL in Q2 2013 and has held it in 31 quarters since. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.
- SNS Financial Group held 2,098 shares of Welltower worth $476K as of Q2 2026.
- SNS Financial Group bought 77 Welltower shares in Q2 2026, an estimated $16.3K.
- Welltower made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #386 holding.
- SNS Financial Group first reported a position in Welltower in Q2 2013 and has held it in 31 quarters since.
- 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.
Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.