Carter Financial Group
WELL icon

Carter Financial Group’s Welltower WELL Stock Holding History

Carter 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 		$263K Buy
1,140
+74
+7% +$17.5K 0.13% 108
2026
Q2 		$242K Sell
1,066
-23
-2% -$4.86K 0.13% 111
2026
Q1 		$215K Buy
+1,089
New +$215K 0.13% 110

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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

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

Carter Financial Group increased its Welltower (WELL) stake by 6.9% in Q3 2026, buying an estimated $17.5K and bringing the position to 1,140 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #108.

Carter Financial Group first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Carter Financial Group held 1,140 shares of Welltower worth $263K as of Q3 2026.
  • Carter Financial Group bought 74 Welltower shares in Q3 2026, an estimated $17.5K.
  • Welltower made up 0.13% of Carter Financial Group's portfolio in Q3 2026, its #108 holding.
  • Carter Financial Group first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.