Birchbrook
WELL icon

Birchbrook’s Welltower WELL Stock Holding History

Birchbrook’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 		$13.8K Hold
60
– – 0.01% 186
2026
Q2 		$13.5K Buy
60
+1
+2% +$211 0.01% 191
2026
Q1 		$11.7K Sell
59
-21
-26% -$4.15K 0.01% 187
2025
Q4 		$14.9K Buy
80
+21
+36% +$3.92K 0.01% 188
2025
Q3 		$10.5K Hold
59
– – 0.01% 188
2025
Q2 		$9.01K Buy
59
+1
+2% +$149 ﹤0.01% 196
2025
Q1 		$8.94K Sell
58
-150
-72% -$21.4K 0.01% 195
2024
Q4 		$26.2K Buy
208
+150
+259% +$19.7K 0.01% 149
2024
Q3 		$7.4K Buy
58
+1
+2% +$117 ﹤0.01% 196
2024
Q2 		$5.99K Hold
57
– – ﹤0.01% 208
2024
Q1 		$5.34K Hold
57
– – ﹤0.01% 219
2023
Q4 		$5.12K Buy
+57
New +$4.94K ﹤0.01% 239

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

Birchbrook's WELL Position: Q3 2026 in Review

Birchbrook held its Welltower (WELL) position steady in Q3 2026 at 60 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #186.

Birchbrook first reported a position in WELL in Q4 2023 and has held it in 12 quarters since. The position peaked at $26.2K in Q4 2024. 621 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Birchbrook held 60 shares of Welltower worth $13.8K as of Q3 2026.
  • Birchbrook left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.01% of Birchbrook's portfolio in Q3 2026, its #186 holding.
  • Birchbrook first reported a position in Welltower in Q4 2023 and has held it in 12 quarters since.
  • Birchbrook's Welltower position peaked at $26.2K in Q4 2024.
  • 621 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.