Azzad Asset Management
WELL icon

Azzad Asset Management’s Welltower WELL Stock Holding History

Azzad Asset Management’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 		$9.36M Buy
40,655
+294
+0.7% +$69.5K 0.84% 12
2026
Q2 		$9.16M Buy
40,361
+172
+0.4% +$36.4K 0.81% 18
2026
Q1 		$7.95M Buy
40,189
+7,760
+24% +$1.53M 0.8% 15
2025
Q4 		$6.02M Buy
32,429
+5,217
+19% +$974K 0.59% 30
2025
Q3 		$4.85M Buy
27,212
+4,742
+21% +$779K 0.48% 49
2025
Q2 		$3.45M Buy
22,470
+11,334
+102% +$1.69M 0.37% 84
2025
Q1 		$1.71M Buy
11,136
+259
+2% +$36.9K 0.2% 177
2024
Q4 		$1.37M Buy
10,877
+1,134
+12% +$149K 0.26% 106
2024
Q3 		$1.25M Buy
9,743
+378
+4% +$44.1K 0.14% 209
2024
Q2 		$976K Buy
9,365
+3,286
+54% +$322K 0.12% 225
2024
Q1 		$568K Buy
6,079
+52
+0.9% +$4.71K 0.07% 263
2023
Q4 		$543K Buy
+6,027
New +$523K 0.07% 260
2020
Q2 		– Sell
-5,105
Closed -$234K – 324
2020
Q1 		$234K Buy
5,105
+23
+0.5% +$1.7K 0.07% 291
2019
Q4 		$415K Buy
5,082
+87
+2% +$7.45K 0.05% 314
2019
Q3 		$452K Buy
+4,995
New +$435K 0.06% 305

Other funds holding WELL

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Azzad Asset Management's WELL Position: Q3 2026 in Review

Azzad Asset Management increased its Welltower (WELL) stake by 0.73% in Q3 2026, buying an estimated $69.5K and bringing the position to 40,655 shares worth $9.36M. The position accounts for 0.84% of the portfolio, ranked #12.

Azzad Asset Management first reported a position in WELL in Q3 2019 and has held it in 15 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Azzad Asset Management held 40,655 shares of Welltower worth $9.36M as of Q3 2026.
  • Azzad Asset Management bought 294 Welltower shares in Q3 2026, an estimated $69.5K.
  • Welltower made up 0.84% of Azzad Asset Management's portfolio in Q3 2026, its #12 holding.
  • Azzad Asset Management first reported a position in Welltower in Q3 2019 and has held it in 15 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Azzad Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.