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Widmann Financial Services’s Welltower WELL Stock Holding History

Widmann Financial Services’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 		$799K Buy
3,521
+2,492
+242% +$527K 0.43% 63
2026
Q1 		$203K Buy
+1,029
New +$203K 0.12% 118
2024
Q3 		– Sell
-1,029
Closed -$107K – 134
2024
Q2 		$107K Buy
+1,029
New +$101K 0.09% 126
2022
Q1 		– Sell
-546
Closed -$46K – 459
2021
Q4 		$46K Buy
+546
New +$45.5K 0.04% 190

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

Widmann Financial Services's WELL Position: Q2 2026 in Review

Widmann Financial Services increased its Welltower (WELL) stake by 242% in Q2 2026, buying an estimated $527K and bringing the position to 3,521 shares worth $799K. The position accounts for 0.43% of the portfolio, ranked #63.

Widmann Financial Services first reported a position in WELL in Q4 2021 and has held it in 4 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Widmann Financial Services held 3,521 shares of Welltower worth $799K as of Q2 2026.
  • Widmann Financial Services bought 2,492 Welltower shares in Q2 2026, an estimated $527K.
  • Welltower made up 0.43% of Widmann Financial Services's portfolio in Q2 2026, its #63 holding.
  • Widmann Financial Services first reported a position in Welltower in Q4 2021 and has held it in 4 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.