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Western Financial Corp’s Welltower WELL Stock Holding History

Western Financial Corp’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 		$2.3M Buy
10,140
+187
+2% +$39.5K 0.67% 31
2026
Q1 		$1.97M Sell
9,953
-743
-7% -$147K 0.77% 27
2025
Q4 		$1.99M Sell
10,696
-1,178
-10% -$220K 0.79% 28
2025
Q3 		$2.12M Buy
11,874
+200
+2% +$32.9K 0.92% 26
2025
Q2 		$1.79M Buy
+11,674
New +$1.74M 0.96% 29

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Western Financial Corp's WELL Position: Q2 2026 in Review

Western Financial Corp increased its Welltower (WELL) stake by 1.9% in Q2 2026, buying an estimated $39.5K and bringing the position to 10,140 shares worth $2.3M. The position accounts for 0.67% of the portfolio, ranked #31.

Western Financial Corp first reported a position in WELL in Q2 2025 and has held it in 5 quarters since. 657 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Western Financial Corp held 10,140 shares of Welltower worth $2.3M as of Q2 2026.
  • Western Financial Corp bought 187 Welltower shares in Q2 2026, an estimated $39.5K.
  • Welltower made up 0.67% of Western Financial Corp's portfolio in Q2 2026, its #31 holding.
  • Western Financial Corp first reported a position in Welltower in Q2 2025 and has held it in 5 quarters since.
  • 657 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.