AA Financial Advisors
WELL icon

AA Financial Advisors’s Welltower WELL Stock Holding History

AA Financial Advisors’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 		$1.29M Buy
5,590
+1,115
+25% +$264K 0.15% 98
2026
Q2 		$1.02M Buy
4,475
+131
+3% +$27.7K 0.12% 110
2026
Q1 		$859K Buy
4,344
+506
+13% +$100K 0.12% 119
2025
Q4 		$712K Buy
3,838
+289
+8% +$54K 0.13% 107
2025
Q3 		$632K Sell
3,549
-33
-0.9% -$5.42K 0.12% 100
2025
Q2 		$551K Hold
3,582
– – 0.12% 105
2025
Q1 		$549K Buy
3,582
+1,164
+48% +$166K 0.13% 97
2024
Q4 		$305K Hold
2,418
– – 0.08% 132
2024
Q3 		$310K Buy
2,418
+48
+2% +$5.6K 0.09% 133
2024
Q2 		$247K Buy
+2,370
New +$232K 0.09% 147

Other funds holding WELL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AA Financial Advisors's WELL Position: Q3 2026 in Review

AA Financial Advisors increased its Welltower (WELL) stake by 25% in Q3 2026, buying an estimated $264K and bringing the position to 5,590 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #98.

AA Financial Advisors first reported a position in WELL in Q2 2024 and has held it in 10 quarters since. 1,351 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • AA Financial Advisors held 5,590 shares of Welltower worth $1.29M as of Q3 2026.
  • AA Financial Advisors bought 1,115 Welltower shares in Q3 2026, an estimated $264K.
  • Welltower made up 0.15% of AA Financial Advisors's portfolio in Q3 2026, its #98 holding.
  • AA Financial Advisors first reported a position in Welltower in Q2 2024 and has held it in 10 quarters since.
  • 1,351 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.