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First Affirmative Financial Network

SEC CIK
0001656282
Latest filing
May 11, 2026

WELL holding history

Welltower Inc. in every 13F filed by First Affirmative Financial Network, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WELL overviewAll 13F holders of WELLFull Q1 2026 holdings

Shares (Q1 2026)
3,273
Value
$647.2K
% of portfolio
0.3%
Quarters held
10
Since Q3 2021
Holdings of WELL by First Affirmative Financial Network, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20263,273$647.2K0.3%–No prior filingHolders
Q4 2025––––Not filedHolders
Q3 20251,883$335.5K0.2%−32−1.7%ReducedHolders
Q2 20251,915$294.4K0.2%+28+1.5%AddedHolders
Q1 20251,887$289.1K0.2%−231−10.9%ReducedHolders
Q4 20242,118$266.9K0.2%+280+15.2%AddedHolders
Q3 20241,838$235.3K0.1%+1,838NewHolders
Q3 20220$00.0%−2,920−100.0%Sold outHolders
Q2 20222,920$240.0K0.3%−246−7.8%ReducedHolders
Q1 20223,166$304.0K0.3%−14−0.4%ReducedHolders
Q4 20213,180$273.0K0.2%+161+5.3%AddedHolders
Q3 20213,019$249.0K0.3%–No prior filingHolders