Anchyra Partners
WELL icon

Anchyra Partners’s Welltower WELL Stock Holding History

Anchyra Partners’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 		$313K Buy
1,359
+97
+8% +$22.9K 0.07% 270
2026
Q2 		$286K Buy
1,262
+13
+1% +$2.75K 0.07% 249
2026
Q1 		$247K Buy
1,249
+121
+11% +$23.9K 0.07% 236
2025
Q4 		$209K Buy
+1,128
New +$211K 0.06% 246

Other funds holding WELL

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Anchyra Partners's WELL Position: Q3 2026 in Review

Anchyra Partners increased its Welltower (WELL) stake by 7.7% in Q3 2026, buying an estimated $22.9K and bringing the position to 1,359 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #270.

Anchyra Partners first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. 1,176 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Anchyra Partners held 1,359 shares of Welltower worth $313K as of Q3 2026.
  • Anchyra Partners bought 97 Welltower shares in Q3 2026, an estimated $22.9K.
  • Welltower made up 0.07% of Anchyra Partners's portfolio in Q3 2026, its #270 holding.
  • Anchyra Partners first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • 1,176 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Anchyra Partners's 13F filing for Q3 2026, filed 13 Oct 2026.