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Toth Financial Advisory’s Welltower WELL Stock Holding History

Toth Financial Advisory’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 		– Sell
-1
Closed -$198 – 1025
2026
Q1 		$198 Hold
1
– – ﹤0.01% 875
2025
Q4 		$186 Buy
+1
New +$187 ﹤0.01% 860
2023
Q3 		– Sell
-134
Closed -$10.8K – 855
2023
Q2 		$10.8K Buy
+134
New +$10.3K ﹤0.01% 456

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

Toth Financial Advisory's WELL Position: Q2 2026 in Review

Toth Financial Advisory sold out of Welltower (WELL) in Q2 2026, closing a stake of 1 share — an estimated $198 sold.

Toth Financial Advisory first reported a position in WELL in Q2 2023 and held it in 3 quarters. The position peaked at $10.8K in Q2 2023. 1,596 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Toth Financial Advisory reported no remaining Welltower position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 1 Welltower share in Q2 2026, an estimated $198.
  • Toth Financial Advisory first reported a position in Welltower in Q2 2023 and held it in 3 quarters.
  • Toth Financial Advisory's Welltower position peaked at $10.8K in Q2 2023.
  • 1,596 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.