Apella Capital’s Welltower WELL Stock Holding History

Apella Capital’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	$1.4M	Buy	6,341 +308	+5%	+$72.8K	0.02%	337
2026 Q2	$1.43M	Buy	6,033 +17	+0.3%	+$3.59K	0.02%	312
2026 Q1	$1.27M	Buy	6,016 +239	+4%	+$47.2K	0.02%	328
2025 Q4	$1.07M	Buy	5,777 +19	+0.3%	+$3.55K	0.02%	270
2025 Q3	$991K	Sell	5,758 -335	-5%	-$55.1K	0.02%	255
2025 Q2	$940K	Buy	6,093 +4,077	+202%	+$609K	0.03%	225
2025 Q1	$285K	Buy	2,016 +112	+6%	+$16K	0.01%	314
2024 Q4	$240K	Buy	1,904 +21	+1%	+$2.76K	0.01%	310
2024 Q3	$239K	Buy	+1,883	New	+$220K	0.01%	297

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

Apella Capital's WELL Position: Q3 2026 in Review

Apella Capital increased its Welltower (WELL) stake by 5.1% in Q3 2026, buying an estimated $72.8K and bringing the position to 6,341 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #337.

Apella Capital first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q2 2026. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Apella Capital held 6,341 shares of Welltower worth $1.4M as of Q3 2026.
Apella Capital bought 308 Welltower shares in Q3 2026, an estimated $72.8K.
Welltower made up 0.02% of Apella Capital's portfolio in Q3 2026, its #337 holding.
Apella Capital first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
Apella Capital's Welltower position peaked at $1.43M in Q2 2026.
415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.