Certified Advisory Corp’s Welltower WELL Stock Holding History

Certified Advisory Corp’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	$278K	Buy	1,207 +4	+0.3%	+$946	0.02%	278
2026 Q2	$273K	Buy	1,203 +4	+0.3%	+$846	0.02%	282
2026 Q1	$237K	Buy	1,199 +97	+9%	+$19.2K	0.02%	294
2025 Q4	$204K	Buy	+1,102	New	+$206K	0.02%	312
2021 Q2	–	Sell	-1,036	Closed	-$74K	–	740
2021 Q1	$74K	Buy	+1,036	New	+$69.6K	0.02%	293
2020 Q2	$53K	Buy	1,033 +2	+0.2%	+$98	0.02%	301
2020 Q1	$47K	Buy	1,031 +1	+0.1%	+$74	0.02%	289
2019 Q4	$84K	Buy	1,030 +1	+0.1%	+$86	0.03%	251
2019 Q3	$93K	Buy	1,029 +1	+0.1%	+$87	0.03%	243
2019 Q2	$84K	Buy	1,028 +1	+0.1%	+$79	0.03%	252
2019 Q1	$80K	Buy	1,027 +2	+0.2%	+$150	0.03%	238
2018 Q4	$71K	Buy	1,025 +1	+0.1%	+$68	0.04%	235
2018 Q3	$66K	Buy	1,024 +2	+0.2%	+$129	0.03%	258
2018 Q2	$64K	Buy	1,022 +2	+0.2%	+$111	0.04%	246
2018 Q1	$55K	Sell	1,020 -248	-20%	-$14K	0.03%	255
2017 Q4	$80K	Buy	+1,268	New	+$85.1K	0.06%	180

Other funds holding WELL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Certified Advisory Corp's WELL Position: Q3 2026 in Review

Certified Advisory Corp increased its Welltower (WELL) stake by 0.33% in Q3 2026, buying an estimated $946 and bringing the position to 1,207 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #278.

Certified Advisory Corp first reported a position in WELL in Q4 2017 and has held it in 16 quarters since. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Certified Advisory Corp held 1,207 shares of Welltower worth $278K as of Q3 2026.
Certified Advisory Corp bought 4 Welltower shares in Q3 2026, an estimated $946.
Welltower made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #278 holding.
Certified Advisory Corp first reported a position in Welltower in Q4 2017 and has held it in 16 quarters since.
1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.