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Stiles Financial Services’s Welltower WELL Stock Holding History

Stiles 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 		$1.6M Sell
7,033
-23
-0.3% -$4.86K 0.4% 63
2026
Q1 		$1.4M Sell
7,056
-184
-3% -$36.4K 0.43% 66
2025
Q4 		$1.34M Buy
7,240
+11
+0.2% +$2.06K 0.41% 68
2025
Q3 		$1.29M Sell
7,229
-306
-4% -$50.3K 0.41% 74
2025
Q2 		$1.16M Buy
7,535
+52
+0.7% +$7.77K 0.4% 75
2025
Q1 		$1.15M Sell
7,483
-124
-2% -$17.7K 0.44% 73
2024
Q4 		$959K Buy
7,607
+18
+0.2% +$2.36K 0.35% 82
2024
Q3 		$972K Buy
7,589
+22
+0.3% +$2.57K 0.34% 82
2024
Q2 		$789K Buy
7,567
+24
+0.3% +$2.35K 0.3% 81
2024
Q1 		$705K Sell
7,543
-349
-4% -$31.6K 0.28% 86
2023
Q4 		$712K Sell
7,892
-14
-0.2% -$1.22K 0.32% 82
2023
Q3 		$648K Buy
7,906
+135
+2% +$11.1K 0.34% 87
2023
Q2 		$629K Sell
7,771
-26
-0.3% -$2K 0.31% 90
2023
Q1 		$559K Buy
7,797
+34
+0.4% +$2.47K 0.3% 92
2022
Q4 		$509K Sell
7,763
-39
-0.5% -$2.51K 0.29% 94
2022
Q3 		$502K Buy
7,802
+201
+3% +$15.7K 0.3% 91
2022
Q2 		$626K Buy
7,601
+42
+0.6% +$3.74K 0.38% 74
2022
Q1 		$727K Buy
7,559
+43
+0.6% +$3.73K 0.36% 76
2021
Q4 		$645K Buy
+7,516
New +$627K 0.31% 92

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

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

Stiles Financial Services reduced its Welltower (WELL) stake by 0.33% in Q2 2026, selling an estimated $4.86K and leaving 7,033 shares worth $1.6M. The position accounts for 0.4% of the portfolio, ranked #63.

Stiles Financial Services first reported a position in WELL in Q4 2021 and has held it in 19 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Stiles Financial Services held 7,033 shares of Welltower worth $1.6M as of Q2 2026.
  • Stiles Financial Services sold 23 Welltower shares in Q2 2026, an estimated $4.86K.
  • Welltower made up 0.4% of Stiles Financial Services's portfolio in Q2 2026, its #63 holding.
  • Stiles Financial Services first reported a position in Welltower in Q4 2021 and has held it in 19 quarters since.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.