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Wellspring Financial Advisors’s Welltower WELL Stock Holding History

Wellspring Financial Advisors’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 		$446K Sell
1,967
-2
-0.1% -$423 0.03% 182
2026
Q1 		$389K Sell
1,969
-132
-6% -$26.1K 0.03% 187
2025
Q4 		$393K Buy
+2,101
New +$392K 0.03% 163

Other funds holding WELL

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wellspring Financial Advisors's WELL Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Welltower (WELL) stake by 0.1% in Q2 2026, selling an estimated $423 and leaving 1,967 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #182.

Wellspring Financial Advisors first reported a position in WELL in Q4 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Wellspring Financial Advisors held 1,967 shares of Welltower worth $446K as of Q2 2026.
  • Wellspring Financial Advisors sold 2 Welltower shares in Q2 2026, an estimated $423.
  • Welltower made up 0.03% of Wellspring Financial Advisors's portfolio in Q2 2026, its #182 holding.
  • Wellspring Financial Advisors first reported a position in Welltower in Q4 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.