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Sunrise Financial Services’s Welltower WELL Stock Holding History

Sunrise 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 		$22.7K Hold
100
– – 0.01% 169
2026
Q1 		$19.8K Hold
100
– – 0.01% 181
2025
Q4 		$18.6K Buy
+100
New +$18.7K 0.01% 162

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

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

Sunrise Financial Services held its Welltower (WELL) position steady in Q2 2026 at 100 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #169.

Sunrise Financial Services first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 1,593 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sunrise Financial Services held 100 shares of Welltower worth $22.7K as of Q2 2026.
  • Sunrise Financial Services left its Welltower share count unchanged in Q2 2026.
  • Welltower made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #169 holding.
  • Sunrise Financial Services first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 1,593 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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