Challenger Wealth Management
WELL icon

Challenger Wealth Management’s Welltower WELL Stock Holding History

Challenger Wealth 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 		$356K Buy
1,547
+21
+1% +$4.97K 0.26% 52
2026
Q2 		$346K Buy
1,526
+5
+0.3% +$1.06K 0.26% 52
2026
Q1 		$301K Buy
1,521
+19
+1% +$3.76K 0.24% 54
2025
Q4 		$279K Buy
1,502
+6
+0.4% +$1.12K 0.21% 52
2025
Q3 		$267K Buy
1,496
+6
+0.4% +$986 0.21% 58
2025
Q2 		$229K Buy
1,490
+7
+0.5% +$1.05K 0.16% 95
2025
Q1 		$227K Buy
+1,483
New +$211K 0.18% 96

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

Challenger Wealth Management's WELL Position: Q3 2026 in Review

Challenger Wealth Management increased its Welltower (WELL) stake by 1.4% in Q3 2026, buying an estimated $4.97K and bringing the position to 1,547 shares worth $356K. The position accounts for 0.26% of the portfolio, ranked #52.

Challenger Wealth Management first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Challenger Wealth Management held 1,547 shares of Welltower worth $356K as of Q3 2026.
  • Challenger Wealth Management bought 21 Welltower shares in Q3 2026, an estimated $4.97K.
  • Welltower made up 0.26% of Challenger Wealth Management's portfolio in Q3 2026, its #52 holding.
  • Challenger Wealth Management first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Challenger Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.