Aspect Partners’s Welltower WELL Stock Holding History

Aspect 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	$12.7K	Hold	55	–	–	﹤0.01%	246
2026 Q2	$12.5K	Sell	55 -10	-15%	-$2.11K	﹤0.01%	246
2026 Q1	$12.9K	Buy	65 +1	+2%	+$198	0.01%	230
2025 Q4	$11.9K	Buy	64 +8	+14%	+$1.49K	0.01%	243
2025 Q3	$10K	Buy	56 +11	+24%	+$1.81K	﹤0.01%	301
2025 Q2	$6.92K	Hold	45	–	–	﹤0.01%	334
2025 Q1	$6.89K	Buy	45 +3	+7%	+$427	﹤0.01%	305
2024 Q4	$5.29K	Hold	42	–	–	﹤0.01%	354
2024 Q3	$5.38K	Hold	42	–	–	﹤0.01%	351
2024 Q2	$4.38K	Buy	42 +31	+282%	+$3.04K	﹤0.01%	364
2024 Q1	$1.03K	Sell	11 -9	-45%	-$815	﹤0.01%	486
2023 Q4	$1.8K	Buy	+20	New	+$1.74K	﹤0.01%	446

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 30.35% 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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aspect Partners's WELL Position: Q3 2026 in Review

Aspect Partners held its Welltower (WELL) position steady in Q3 2026 at 55 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Aspect Partners first reported a position in WELL in Q4 2023 and has held it in 12 quarters since. The position peaked at $12.9K in Q1 2026. 322 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Aspect Partners held 55 shares of Welltower worth $12.7K as of Q3 2026.
Aspect Partners left its Welltower share count unchanged in Q3 2026.
Welltower made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #246 holding.
Aspect Partners first reported a position in Welltower in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Welltower position peaked at $12.9K in Q1 2026.
322 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.