AWE
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Avidian Wealth Enterprises’s Welltower WELL Stock Holding History

Avidian Wealth Enterprises’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 		$774K Buy
3,360
+401
+14% +$94.8K 0.02% 383
2026
Q2 		$672K Buy
2,959
+1,079
+57% +$228K 0.02% 410
2026
Q1 		$372K Buy
1,880
+190
+11% +$37.5K 0.01% 497
2025
Q4 		$314K Buy
1,690
+123
+8% +$23K 0.01% 468
2025
Q3 		$279K Buy
1,567
+188
+14% +$30.9K 0.01% 481
2025
Q2 		$212K Sell
1,379
-98
-7% -$14.6K 0.01% 517
2025
Q1 		$226K Sell
1,477
-880
-37% -$125K 0.01% 484
2024
Q4 		$297K Sell
2,357
-117
-5% -$15.4K 0.01% 397
2024
Q3 		$317K Buy
+2,474
New +$289K 0.01% 388

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Avidian Wealth Enterprises's WELL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Welltower (WELL) stake by 14% in Q3 2026, buying an estimated $94.8K and bringing the position to 3,360 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #383.

Avidian Wealth Enterprises first reported a position in WELL in Q3 2024 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Avidian Wealth Enterprises held 3,360 shares of Welltower worth $774K as of Q3 2026.
  • Avidian Wealth Enterprises bought 401 Welltower shares in Q3 2026, an estimated $94.8K.
  • Welltower made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #383 holding.
  • Avidian Wealth Enterprises first reported a position in Welltower in Q3 2024 and has held it in 9 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.