SFS
WELL icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stiles Financial Services's WELL Position: Q1 2026 in Review

Stiles Financial Services reduced its Welltower (WELL) stake by 2.5% in Q1 2026, selling an estimated $36.4K and leaving 7,056 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #66.

Stiles Financial Services first reported a position in WELL in Q4 2021 and has held it in 18 quarters since. 1,480 funds tracked by Wall St. Rank hold WELL as of Q1 2026.

  • Stiles Financial Services held 7,056 shares of Welltower worth $1.4M as of Q1 2026.
  • Stiles Financial Services sold 184 Welltower shares in Q1 2026, an estimated $36.4K.
  • Welltower made up 0.43% of Stiles Financial Services's portfolio in Q1 2026, its #66 holding.
  • Stiles Financial Services first reported a position in Welltower in Q4 2021 and has held it in 18 quarters since.
  • 1,480 funds tracked by Wall St. Rank held Welltower as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.