Donoghue Forlines’s Welltower WELL Stock Holding History

Donoghue Forlines’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	$930K	Buy	+4,041	New	+$956K	0.23%	120
2026 Q2	–	Sell	-3,879	Closed	-$767K	–	161
2026 Q1	$767K	Sell	3,879 -9,544	-71%	-$1.89M	0.21%	114
2025 Q4	$2.49M	Buy	+13,423	New	+$2.51M	0.77%	21
2025 Q2	–	Sell	-15,281	Closed	-$2.34M	–	145
2025 Q1	$2.34M	Sell	15,281 -1,334	-8%	-$190K	0.74%	26
2024 Q4	$2.09M	Buy	+16,615	New	+$2.18M	0.7%	18

Other funds holding WELL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Donoghue Forlines's WELL Position: Q3 2026 in Review

Donoghue Forlines opened a new position in Welltower (WELL) in Q3 2026: 4,041 shares worth $930K. The stake represents 0.23% of the portfolio and ranks #120 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in WELL as recently as Q1 2026.

Donoghue Forlines first reported a position in WELL in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.49M in Q4 2025. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Donoghue Forlines held 4,041 shares of Welltower worth $930K as of Q3 2026.
Welltower was a new Donoghue Forlines position in Q3 2026.
Welltower made up 0.23% of Donoghue Forlines's portfolio in Q3 2026, its #120 holding.
Donoghue Forlines first reported a position in Welltower in Q4 2024 and has held it in 5 quarters since.
Donoghue Forlines's Welltower position peaked at $2.49M in Q4 2025.
904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Donoghue Forlines's 13F filing for Q3 2026, filed 2 Nov 2026.