D.A. Davidson & Co
WELL icon

D.A. Davidson & Co’s Welltower WELL Stock Holding History

D.A. Davidson & Co’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
2022
Q3 		– Sell
-1
Closed -$2K – 1357
2022
Q2 		$2K Buy
+1
New +$89 ﹤0.01% 1278

Other funds holding WELL

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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

D.A. Davidson & Co's WELL Position: Q3 2026 in Review

D.A. Davidson & Co increased its Welltower (WELL) stake by 13% in Q3 2026, buying an estimated $278K and bringing the position to 10,314 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #683.

D.A. Davidson & Co first reported a position in WELL in Q2 2013 and has held it in 54 quarters since. The position peaked at $3.19M in Q2 2014. 547 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • D.A. Davidson & Co held 10,314 shares of Welltower worth $2.37M as of Q3 2026.
  • D.A. Davidson & Co bought 1,177 Welltower shares in Q3 2026, an estimated $278K.
  • Welltower made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #683 holding.
  • D.A. Davidson & Co first reported a position in Welltower in Q2 2013 and has held it in 54 quarters since.
  • D.A. Davidson & Co's Welltower position peaked at $3.19M in Q2 2014.
  • 547 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.