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Souders Financial Advisors’s Welltower WELL Stock Holding History

Souders Financial 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 		$932K Buy
4,108
+92
+2% +$19.4K 0.09% 104
2026
Q1 		$794K Buy
4,016
+347
+9% +$68.6K 0.09% 108
2025
Q4 		$681K Buy
3,669
+811
+28% +$151K 0.08% 117
2025
Q3 		$509K Buy
2,858
+185
+7% +$30.4K 0.06% 131
2025
Q2 		$411K Buy
2,673
+576
+27% +$86.1K 0.05% 143
2025
Q1 		$321K Buy
+2,097
New +$299K 0.04% 150

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

Souders Financial Advisors's WELL Position: Q2 2026 in Review

Souders Financial Advisors increased its Welltower (WELL) stake by 2.3% in Q2 2026, buying an estimated $19.4K and bringing the position to 4,108 shares worth $932K. The position accounts for 0.09% of the portfolio, ranked #104.

Souders Financial Advisors first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Souders Financial Advisors held 4,108 shares of Welltower worth $932K as of Q2 2026.
  • Souders Financial Advisors bought 92 Welltower shares in Q2 2026, an estimated $19.4K.
  • Welltower made up 0.09% of Souders Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Souders Financial Advisors first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.