Beck Bode LLC
WELL icon

Beck Bode LLC’s Welltower WELL Stock Holding History

Beck Bode LLC’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 		$8.15M Buy
+35,377
New +$8.37M 1.27% 26
2025
Q2 		– Sell
-98,523
Closed -$15.1M – 130
2025
Q1 		$15.1M Buy
+98,523
New +$14M 2.81% 16

Other funds holding WELL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Beck Bode LLC's WELL Position: Q3 2026 in Review

Beck Bode LLC opened a new position in Welltower (WELL) in Q3 2026: 35,377 shares worth $8.15M. The stake represents 1.27% of the portfolio and ranks #26 among its holdings. This is a return to the name: Beck Bode LLC previously reported a position in WELL as recently as Q1 2025.

Beck Bode LLC first reported a position in WELL in Q1 2025 and has held it in 2 quarters since. The position peaked at $15.1M in Q1 2025. 1,282 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Beck Bode LLC held 35,377 shares of Welltower worth $8.15M as of Q3 2026.
  • Welltower was a new Beck Bode LLC position in Q3 2026.
  • Welltower made up 1.27% of Beck Bode LLC's portfolio in Q3 2026, its #26 holding.
  • Beck Bode LLC first reported a position in Welltower in Q1 2025 and has held it in 2 quarters since.
  • Beck Bode LLC's Welltower position peaked at $15.1M in Q1 2025.
  • 1,282 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Beck Bode LLC's 13F filing for Q3 2026, filed 12 Nov 2026.