Accurate Wealth Management
WELL icon

Accurate Wealth Management’s Welltower WELL Stock Holding History

Accurate Wealth Management’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 		$392K Sell
1,702
-104
-6% -$24.6K 0.03% 428
2026
Q2 		$418K Sell
1,806
-22
-1% -$4.65K 0.04% 386
2026
Q1 		$380K Buy
1,828
+81
+5% +$16K 0.05% 372
2025
Q4 		$325K Sell
1,747
-149
-8% -$27.8K 0.04% 381
2025
Q3 		$321K Buy
1,896
+146
+8% +$24K 0.04% 375
2025
Q2 		$267K Buy
1,750
+4
+0.2% +$598 0.04% 373
2025
Q1 		$249K Buy
1,746
+48
+3% +$6.84K 0.05% 329
2024
Q4 		$212K Buy
1,698
+68
+4% +$8.93K 0.04% 359
2024
Q3 		$211K Buy
+1,630
New +$190K 0.04% 355
2023
Q1 		– Sell
-2,154
Closed -$149K – 1458
2022
Q4 		$149K Buy
+2,154
New +$138K 0.05% 244
2022
Q3 		– Sell
-3,727
Closed -$307K – 213
2022
Q2 		$307K Sell
3,727
-107
-3% -$9.5K 0.17% 108
2022
Q1 		$369K Sell
3,834
-230
-6% -$20K 0.17% 108
2021
Q4 		$348K Buy
4,064
+41
+1% +$3.42K 0.28% 95
2021
Q3 		$332K Buy
4,023
+255
+7% +$21.9K 0.29% 98
2021
Q2 		$313K Buy
+3,768
New +$288K 0.28% 91

Other funds holding WELL

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Accurate Wealth Management's WELL Position: Q3 2026 in Review

Accurate Wealth Management reduced its Welltower (WELL) stake by 5.8% in Q3 2026, selling an estimated $24.6K and leaving 1,702 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #428.

Accurate Wealth Management first reported a position in WELL in Q2 2021 and has held it in 15 quarters since. The position peaked at $418K in Q2 2026. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Accurate Wealth Management held 1,702 shares of Welltower worth $392K as of Q3 2026.
  • Accurate Wealth Management sold 104 Welltower shares in Q3 2026, an estimated $24.6K.
  • Welltower made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #428 holding.
  • Accurate Wealth Management first reported a position in Welltower in Q2 2021 and has held it in 15 quarters since.
  • Accurate Wealth Management's Welltower position peaked at $418K in Q2 2026.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.