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Sowell Financial Services’s Welltower WELL Stock Holding History

Sowell Financial Services’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 		$397K Sell
1,749
-22
-1% -$4.65K 0.01% 751
2026
Q1 		$350K Buy
1,771
+39
+2% +$7.71K 0.01% 779
2025
Q4 		$322K Buy
1,732
+478
+38% +$89.3K 0.01% 809
2025
Q3 		$223K Sell
1,254
-91
-7% -$15K 0.01% 950
2025
Q2 		$207K Sell
1,345
-131
-9% -$19.6K 0.01% 957
2025
Q1 		$226K Buy
+1,476
New +$210K 0.01% 884
2021
Q2 		– Sell
-1,640
Closed -$121K – 2722
2021
Q1 		$121K Sell
1,640
-12
-0.7% -$806 ﹤0.01% 1281
2020
Q4 		$107K Sell
1,652
-523
-24% -$31.7K ﹤0.01% 1127
2020
Q3 		$120K Sell
2,175
-376
-15% -$20.6K 0.01% 911
2020
Q2 		$132K Sell
2,551
-462
-15% -$22.7K 0.01% 878
2020
Q1 		$138K Sell
3,013
-381
-11% -$28.1K 0.01% 760
2019
Q4 		$278K Buy
3,394
+19
+0.6% +$1.63K 0.02% 608
2019
Q3 		$306K Buy
+3,375
New +$294K 0.03% 531
2019
Q1 		$255K Sell
3,282
-443
-12% -$33.2K 0.03% 485
2018
Q4 		$259K Sell
3,725
-164
-4% -$11.2K 0.04% 415
2018
Q3 		$250K Buy
+3,889
New +$251K 0.04% 294

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

Sowell Financial Services's WELL Position: Q2 2026 in Review

Sowell Financial Services reduced its Welltower (WELL) stake by 1.2% in Q2 2026, selling an estimated $4.65K and leaving 1,749 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #751.

Sowell Financial Services first reported a position in WELL in Q3 2018 and has held it in 16 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sowell Financial Services held 1,749 shares of Welltower worth $397K as of Q2 2026.
  • Sowell Financial Services sold 22 Welltower shares in Q2 2026, an estimated $4.65K.
  • Welltower made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #751 holding.
  • Sowell Financial Services first reported a position in Welltower in Q3 2018 and has held it in 16 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.