Rothwell Investment Advisors, LLC’s Welltower WELL Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$162K	Buy	+705	New	+$167K	0.09%	206

Other funds holding WELL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WELL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Welltower (WELL) in Q3 2026: 705 shares worth $162K. The stake represents 0.09% of the portfolio and ranks #206 among its holdings.

904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Rothwell Investment Advisors, LLC held 705 shares of Welltower worth $162K as of Q3 2026.
Welltower was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Welltower made up 0.09% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #206 holding.
904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.