Cannon Advisors’s Welltower WELL Stock Holding History

Cannon Advisors’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	–	Sell	-3,155	Closed	-$745K	–	127
2026 Q2	$745K	Buy	+3,155	New	+$667K	0.45%	50

Other funds holding WELL

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Cannon Advisors's WELL Position: Q3 2026 in Review

Cannon Advisors sold out of Welltower (WELL) in Q3 2026, closing a stake of 3,155 shares — an estimated $745K sold.

Cannon Advisors first reported a position in WELL in Q2 2026 and held it in 1 quarter. The position peaked at $745K in Q2 2026. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Cannon Advisors reported no remaining Welltower position as of Q3 2026 after selling out during the quarter.
Cannon Advisors sold 3,155 Welltower shares in Q3 2026, an estimated $745K.
Cannon Advisors first reported a position in Welltower in Q2 2026 and held it in 1 quarter.
Cannon Advisors's Welltower position peaked at $745K in Q2 2026.
415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

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