TFC Financial Management’s Welltower WELL Stock Holding History

TFC Financial Management’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	$7.74K	Buy	34 +4	+13%	+$846	﹤0.01%	442
2026 Q1	$5.95K	Hold	30	–	–	﹤0.01%	437
2025 Q4	$5.58K	Hold	30	–	–	﹤0.01%	437
2025 Q3	$5.36K	Hold	30	–	–	﹤0.01%	451
2025 Q2	$4.63K	Hold	30	–	–	﹤0.01%	428
2025 Q1	$4.61K	Hold	30	–	–	﹤0.01%	410
2024 Q4	$3.79K	Hold	30	–	–	﹤0.01%	442
2024 Q3	$3.85K	Sell	30 -2	-6%	-$233	﹤0.01%	445
2024 Q2	$3.35K	Buy	32 +6	+23%	+$588	﹤0.01%	433
2024 Q1	$2.44K	Buy	26 +4	+18%	+$362	﹤0.01%	450
2023 Q4	$1.99K	Hold	22	–	–	﹤0.01%	455
2023 Q3	$1.81K	Hold	22	–	–	﹤0.01%	473
2023 Q2	$1.79K	Buy	22 +4	+22%	+$308	﹤0.01%	453
2023 Q1	$1.3K	Buy	18 +9	+100%	+$653	﹤0.01%	496
2022 Q4	$595	Sell	9 -9	-50%	-$579	﹤0.01%	500
2022 Q3	$1K	Buy	18 +9	+100%	+$704	﹤0.01%	513
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	512
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	520
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	570
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	558
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	562
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	554
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	541
2020 Q3	$0	Buy	+9	New	+$494	﹤0.01%	566

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TFC Financial Management's WELL Position: Q2 2026 in Review

TFC Financial Management increased its Welltower (WELL) stake by 13% in Q2 2026, buying an estimated $846 and bringing the position to 34 shares worth $7.74K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

TFC Financial Management first reported a position in WELL in Q3 2020 and has held it in 24 quarters since. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

TFC Financial Management held 34 shares of Welltower worth $7.74K as of Q2 2026.
TFC Financial Management bought 4 Welltower shares in Q2 2026, an estimated $846.
Welltower made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #442 holding.
TFC Financial Management first reported a position in Welltower in Q3 2020 and has held it in 24 quarters since.
1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.