DecisionPoint Financial
WELL icon

DecisionPoint Financial’s Welltower WELL Stock Holding History

DecisionPoint Financial’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 		$1.82K Hold
8
– – ﹤0.01% 409
2026
Q2 		$1.84K Hold
8
– – ﹤0.01% 329
2026
Q1 		$1.58K Hold
8
– – ﹤0.01% 297
2025
Q4 		$1.48K Hold
8
– – ﹤0.01% 364
2025
Q3 		$1.44K Hold
8
– – ﹤0.01% 277
2025
Q2 		$1.21K Buy
+8
New +$1.2K ﹤0.01% 279

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

DecisionPoint Financial's WELL Position: Q3 2026 in Review

DecisionPoint Financial held its Welltower (WELL) position steady in Q3 2026 at 8 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

DecisionPoint Financial first reported a position in WELL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.84K in Q2 2026. 547 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • DecisionPoint Financial held 8 shares of Welltower worth $1.82K as of Q3 2026.
  • DecisionPoint Financial left its Welltower share count unchanged in Q3 2026.
  • Welltower made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #409 holding.
  • DecisionPoint Financial first reported a position in Welltower in Q2 2025 and has held it in 6 quarters since.
  • DecisionPoint Financial's Welltower position peaked at $1.84K in Q2 2026.
  • 547 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.