AlphaGrep UK
WELL icon

AlphaGrep UK’s Welltower WELL Stock Holding History

AlphaGrep UK’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 		$320K Sell
1,392
-2,242
-62% -$530K 0.1% 458
2026
Q2 		$825K Buy
3,634
+581
+19% +$123K 0.25% 79
2026
Q1 		$604K Sell
3,053
-1,552
-34% -$307K 0.17% 157
2025
Q4 		$855K Buy
+4,605
New +$860K 0.29% 53

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AlphaGrep UK's WELL Position: Q3 2026 in Review

AlphaGrep UK reduced its Welltower (WELL) stake by 62% in Q3 2026, selling an estimated $530K and leaving 1,392 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #458.

AlphaGrep UK first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. The position peaked at $855K in Q4 2025. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • AlphaGrep UK held 1,392 shares of Welltower worth $320K as of Q3 2026.
  • AlphaGrep UK sold 2,242 Welltower shares in Q3 2026, an estimated $530K.
  • Welltower made up 0.1% of AlphaGrep UK's portfolio in Q3 2026, its #458 holding.
  • AlphaGrep UK first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • AlphaGrep UK's Welltower position peaked at $855K in Q4 2025.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.