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Dickmeyer Boyce Financial Management’s Welltower WELL Stock Holding History

Dickmeyer Boyce Financial 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 		$457K Sell
1,985
-77
-4% -$18.2K 0.23% 87
2026
Q2 		$468K Sell
2,062
-4
-0.2% -$846 0.24% 90
2026
Q1 		$408K Buy
+2,066
New +$408K 0.24% 86

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Dickmeyer Boyce Financial Management's WELL Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Welltower (WELL) stake by 3.7% in Q3 2026, selling an estimated $18.2K and leaving 1,985 shares worth $457K. The position accounts for 0.23% of the portfolio, ranked #87.

Dickmeyer Boyce Financial Management first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. The position peaked at $468K in Q2 2026. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 1,985 shares of Welltower worth $457K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 77 Welltower shares in Q3 2026, an estimated $18.2K.
  • Welltower made up 0.23% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #87 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Welltower position peaked at $468K in Q2 2026.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.