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Summit Financial’s Welltower WELL Stock Holding History

Summit Financial’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 		$1.44M Sell
6,343
-1
-0% -$211 0.02% 723
2026
Q1 		$1.25M Buy
6,344
+262
+4% +$51.8K 0.02% 699
2025
Q4 		$1.13M Buy
6,082
+168
+3% +$31.4K 0.02% 623
2025
Q3 		$1.05M Buy
5,914
+103
+2% +$16.9K 0.02% 637
2025
Q2 		$893K Buy
5,811
+1,086
+23% +$162K 0.02% 431
2025
Q1 		$724K Buy
4,725
+410
+10% +$58.4K 0.02% 436
2024
Q4 		$544K Buy
4,315
+1,839
+74% +$241K 0.02% 434
2024
Q3 		$317K Buy
+2,476
New +$289K 0.01% 451

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

Summit Financial's WELL Position: Q2 2026 in Review

Summit Financial reduced its Welltower (WELL) stake by 0.02% in Q2 2026, selling an estimated $211 and leaving 6,343 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #723.

Summit Financial first reported a position in WELL in Q3 2024 and has held it in 8 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Summit Financial held 6,343 shares of Welltower worth $1.44M as of Q2 2026.
  • Summit Financial sold 1 Welltower share in Q2 2026, an estimated $211.
  • Welltower made up 0.02% of Summit Financial's portfolio in Q2 2026, its #723 holding.
  • Summit Financial first reported a position in Welltower in Q3 2024 and has held it in 8 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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