Commerce Advisors
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Commerce Advisors’s Welltower WELL Stock Holding History

Commerce 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 		$225K Buy
979
+4
+0.4% +$946 0.11% 107
2026
Q2 		$221K Sell
975
-130
-12% -$27.5K 0.12% 111
2026
Q1 		$219K Buy
+1,105
New +$218K 0.18% 108

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

Commerce Advisors's WELL Position: Q3 2026 in Review

Commerce Advisors increased its Welltower (WELL) stake by 0.41% in Q3 2026, buying an estimated $946 and bringing the position to 979 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #107.

Commerce Advisors first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Commerce Advisors held 979 shares of Welltower worth $225K as of Q3 2026.
  • Commerce Advisors bought 4 Welltower shares in Q3 2026, an estimated $946.
  • Welltower made up 0.11% of Commerce Advisors's portfolio in Q3 2026, its #107 holding.
  • Commerce Advisors first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • 1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Commerce Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.