Diversified Enterprises
WELL icon

Diversified Enterprises’s Welltower WELL Stock Holding History

Diversified Enterprises’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 		$551K Buy
2,394
+612
+34% +$145K 0.03% 263
2026
Q2 		$404K Buy
1,782
+65
+4% +$13.7K 0.02% 278
2026
Q1 		$339K Buy
1,717
+365
+27% +$72.1K 0.02% 295
2025
Q4 		$251K Buy
+1,352
New +$253K 0.01% 329

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

Diversified Enterprises's WELL Position: Q3 2026 in Review

Diversified Enterprises increased its Welltower (WELL) stake by 34% in Q3 2026, buying an estimated $145K and bringing the position to 2,394 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #263.

Diversified Enterprises first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Diversified Enterprises held 2,394 shares of Welltower worth $551K as of Q3 2026.
  • Diversified Enterprises bought 612 Welltower shares in Q3 2026, an estimated $145K.
  • Welltower made up 0.03% of Diversified Enterprises's portfolio in Q3 2026, its #263 holding.
  • Diversified Enterprises first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.