Birch Financial Group
WELL icon

Birch Financial Group’s Welltower WELL Stock Holding History

Birch Financial Group’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 Sell
967
-35
-3% -$8.28K 0.1% 121
2026
Q2 		$228K Sell
1,002
-58
-5% -$12.3K 0.12% 126
2026
Q1 		$210K Sell
1,060
-53
-5% -$10.5K 0.12% 129
2025
Q4 		$207K Sell
1,113
-15
-1% -$2.8K 0.12% 131
2025
Q3 		$201K Buy
+1,128
New +$185K 0.12% 126
2025
Q2 		– Sell
-1,312
Closed -$201K – 124
2025
Q1 		$201K Buy
+1,312
New +$187K 0.18% 104

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

Birch Financial Group's WELL Position: Q3 2026 in Review

Birch Financial Group reduced its Welltower (WELL) stake by 3.5% in Q3 2026, selling an estimated $8.28K and leaving 967 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #121.

Birch Financial Group first reported a position in WELL in Q1 2025 and has held it in 6 quarters since. The position peaked at $228K in Q2 2026. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Birch Financial Group held 967 shares of Welltower worth $223K as of Q3 2026.
  • Birch Financial Group sold 35 Welltower shares in Q3 2026, an estimated $8.28K.
  • Welltower made up 0.1% of Birch Financial Group's portfolio in Q3 2026, its #121 holding.
  • Birch Financial Group first reported a position in Welltower in Q1 2025 and has held it in 6 quarters since.
  • Birch Financial Group's Welltower position peaked at $228K in Q2 2026.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.