XML Financial’s Welltower WELL Stock Holding History

XML Financial’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	$322K	Hold	1,417	–	–	0.02%	354
2026 Q1	$280K	Sell	1,417 -235	-14%	-$46.4K	0.02%	352
2025 Q4	$307K	Buy	1,652 +318	+24%	+$59.4K	0.03%	333
2025 Q3	$238K	Hold	1,334	–	–	0.02%	350
2025 Q2	$205K	Hold	1,334	–	–	0.02%	352
2025 Q1	$204K	Sell	1,334 -456	-25%	-$65K	0.02%	334
2024 Q4	$226K	Buy	1,790 +1	+0.1%	+$131	0.02%	325
2024 Q3	$229K	Buy	+1,789	New	+$209K	0.02%	311
2022 Q2	–	Sell	-23,508	Closed	-$2.26M	–	338
2022 Q1	$2.26M	Sell	23,508 -399	-2%	-$34.7K	0.27%	97
2021 Q4	$2.05M	Sell	23,907 -34	-0.1%	-$2.83K	0.25%	100
2021 Q3	$1.97M	Buy	+23,941	New	+$2.06M	0.26%	99

Other funds holding WELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

XML Financial's WELL Position: Q2 2026 in Review

XML Financial held its Welltower (WELL) position steady in Q2 2026 at 1,417 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #354.

XML Financial first reported a position in WELL in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.26M in Q1 2022. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

XML Financial held 1,417 shares of Welltower worth $322K as of Q2 2026.
XML Financial left its Welltower share count unchanged in Q2 2026.
Welltower made up 0.02% of XML Financial's portfolio in Q2 2026, its #354 holding.
XML Financial first reported a position in Welltower in Q3 2021 and has held it in 11 quarters since.
XML Financial's Welltower position peaked at $2.26M in Q1 2022.
1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

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