Vision Financial Markets’s Welltower WELL Stock Holding History

Vision Financial Markets’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	$25.6K	Buy	112 +1	+0.9%	+$211	0.02%	179
2026 Q1	$21.9K	Hold	111	–	–	0.02%	173
2025 Q4	$20.5K	Buy	111 +1	+0.9%	+$187	0.02%	169
2025 Q3	$19.6K	Hold	110	–	–	0.02%	194
2025 Q2	$16.8K	Buy	110 +1	+0.9%	+$149	0.02%	198
2025 Q1	$16.7K	Hold	109	–	–	0.02%	181
2024 Q4	$13.7K	Buy	+109	New	+$14.3K	0.01%	163

Other funds holding WELL

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Vision Financial Markets's WELL Position: Q2 2026 in Review

Vision Financial Markets increased its Welltower (WELL) stake by 0.9% in Q2 2026, buying an estimated $211 and bringing the position to 112 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #179.

Vision Financial Markets first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

Vision Financial Markets held 112 shares of Welltower worth $25.6K as of Q2 2026.
Vision Financial Markets bought 1 Welltower share in Q2 2026, an estimated $211.
Welltower made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #179 holding.
Vision Financial Markets first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.