West Financial Advisors’s Welltower WELL Stock Holding History

West 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	$72.6K	Hold	320	–	–	0.01%	95
2026 Q1	$63.3K	Hold	320	–	–	0.01%	89
2025 Q4	$59.4K	Hold	320	–	–	0.01%	90
2025 Q3	$57K	Hold	320	–	–	0.01%	97
2025 Q2	$49.2K	Hold	320	–	–	0.01%	102
2025 Q1	$49K	Hold	320	–	–	0.01%	100
2024 Q4	$40.3K	Hold	320	–	–	0.01%	104
2024 Q3	$41K	Hold	320	–	–	0.01%	94
2024 Q2	$33.4K	Hold	320	–	–	0.01%	92
2024 Q1	$29.9K	Hold	320	–	–	0.01%	97
2023 Q4	$28.9K	Hold	320	–	–	0.01%	96
2023 Q3	$26.2K	Hold	320	–	–	0.01%	98
2023 Q2	$25.9K	Hold	320	–	–	0.01%	99
2023 Q1	$22.9K	Hold	320	–	–	0.01%	99
2022 Q4	$21K	Hold	320	–	–	0.01%	97
2022 Q3	$21K	Buy	+320	New	+$25K	0.01%	124

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

SOADOR

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

West Financial Advisors held its Welltower (WELL) position steady in Q2 2026 at 320 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #95.

West Financial Advisors first reported a position in WELL in Q3 2022 and has held it in 16 quarters since. 330 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

West Financial Advisors held 320 shares of Welltower worth $72.6K as of Q2 2026.
West Financial Advisors left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #95 holding.
West Financial Advisors first reported a position in Welltower in Q3 2022 and has held it in 16 quarters since.
330 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.