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Baring Financial’s Welltower WELL Stock Holding History

Baring Financial’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 		$223K Buy
969
+6
+0.6% +$1.42K 0.12% 77
2026
Q2 		$219K Buy
+963
New +$204K 0.12% 79

Other funds holding WELL

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Baring Financial's WELL Position: Q3 2026 in Review

Baring Financial increased its Welltower (WELL) stake by 0.62% in Q3 2026, buying an estimated $1.42K and bringing the position to 969 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #77.

Baring Financial first reported a position in WELL in Q2 2026 and has held it in 2 quarters since. 621 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Baring Financial held 969 shares of Welltower worth $223K as of Q3 2026.
  • Baring Financial bought 6 Welltower shares in Q3 2026, an estimated $1.42K.
  • Welltower made up 0.12% of Baring Financial's portfolio in Q3 2026, its #77 holding.
  • Baring Financial first reported a position in Welltower in Q2 2026 and has held it in 2 quarters since.
  • 621 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.