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Acropolis Investment Management’s Welltower WELL Stock Holding History

Acropolis Investment 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 		$113K Buy
489
+39
+9% +$9.22K ﹤0.01% 361
2026
Q2 		$102K Buy
+450
New +$95.1K ﹤0.01% 379

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Acropolis Investment Management's WELL Position: Q3 2026 in Review

Acropolis Investment Management increased its Welltower (WELL) stake by 8.7% in Q3 2026, buying an estimated $9.22K and bringing the position to 489 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Acropolis Investment Management first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Acropolis Investment Management held 489 shares of Welltower worth $113K as of Q3 2026.
  • Acropolis Investment Management bought 39 Welltower shares in Q3 2026, an estimated $9.22K.
  • Welltower made up ﹤0.01% of Acropolis Investment Management's portfolio in Q3 2026, its #361 holding.
  • Acropolis Investment Management first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.