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Symphony Financial’s Welltower WELL Stock Holding History

Symphony 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 		$270K Buy
+1,187
New +$251K 0.03% 287
2021
Q1 		– Sell
-8,778
Closed -$541K – 201
2020
Q4 		$541K Sell
8,778
-1,232
-12% -$74.8K 0.19% 88
2020
Q3 		$551K Buy
10,010
+211
+2% +$11.6K 0.22% 72
2020
Q2 		$507K Buy
+9,799
New +$482K 0.25% 75

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 $3.38T AUM 44.17% 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

Symphony Financial's WELL Position: Q2 2026 in Review

Symphony Financial opened a new position in Welltower (WELL) in Q2 2026: 1,187 shares worth $270K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings. This is a return to the name: Symphony Financial previously reported a position in WELL as recently as Q4 2020.

Symphony Financial first reported a position in WELL in Q2 2020 and has held it in 4 quarters since. The position peaked at $551K in Q3 2020. 1,600 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Symphony Financial held 1,187 shares of Welltower worth $270K as of Q2 2026.
  • Welltower was a new Symphony Financial position in Q2 2026.
  • Welltower made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #287 holding.
  • Symphony Financial first reported a position in Welltower in Q2 2020 and has held it in 4 quarters since.
  • Symphony Financial's Welltower position peaked at $551K in Q3 2020.
  • 1,600 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.