Align Financial’s Welltower WELL Stock Holding History

Align Financial’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	$2.07K	Buy	+9	New	+$2.13K	﹤0.01%	349

Other funds holding WELL

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Align Financial's WELL Position: Q3 2026 in Review

Align Financial opened a new position in Welltower (WELL) in Q3 2026: 9 shares worth $2.07K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

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

Align Financial held 9 shares of Welltower worth $2.07K as of Q3 2026.
Welltower was a new Align Financial position in Q3 2026.
Welltower made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #349 holding.
379 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.