3 Factor Indexing’s Welltower WELL Stock Holding History

3 Factor Indexing’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	$454	Hold	2	–	–	﹤0.01%	197
2026 Q1	$396	Buy	+2	New	+$395	﹤0.01%	202

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

3 Factor Indexing's WELL Position: Q2 2026 in Review

3 Factor Indexing held its Welltower (WELL) position steady in Q2 2026 at 2 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #197.

3 Factor Indexing first reported a position in WELL in Q1 2026 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

3 Factor Indexing held 2 shares of Welltower worth $454 as of Q2 2026.
3 Factor Indexing left its Welltower share count unchanged in Q2 2026.
Welltower made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #197 holding.
3 Factor Indexing first reported a position in Welltower in Q1 2026 and has held it in 2 quarters since.
1,587 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.