Cardano Risk Management
WELL icon

Cardano Risk Management’s Welltower WELL Stock Holding History

Cardano Risk Management’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 		$263M Buy
1,130,586
+60,772
+6% +$14.4M 1.45% 14
2026
Q2 		$243M Buy
1,069,814
+72,514
+7% +$15.3M 1.87% 15
2026
Q1 		$197M Buy
997,300
+45,946
+5% +$9.08M 1.93% 14
2025
Q4 		$177M Buy
951,354
+49,830
+6% +$9.31M 1.78% 14
2025
Q3 		$161M Buy
901,524
+64,359
+8% +$10.6M 1.71% 16
2025
Q2 		$129M Buy
837,165
+178,402
+27% +$26.7M 1.65% 16
2025
Q1 		$101M Buy
+658,763
New +$93.9M 1.6% 21

Other funds holding WELL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cardano Risk Management's WELL Position: Q3 2026 in Review

Cardano Risk Management increased its Welltower (WELL) stake by 5.7% in Q3 2026, buying an estimated $14.4M and bringing the position to 1,130,586 shares worth $263M. The position accounts for 1.45% of the portfolio, ranked #14.

Cardano Risk Management first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Cardano Risk Management held 1,130,586 shares of Welltower worth $263M as of Q3 2026.
  • Cardano Risk Management bought 60,772 Welltower shares in Q3 2026, an estimated $14.4M.
  • Welltower made up 1.45% of Cardano Risk Management's portfolio in Q3 2026, its #14 holding.
  • Cardano Risk Management first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Cardano Risk Management's 13F filing for Q3 2026, filed 20 Oct 2026.