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WELL icon

Drucker Wealth 3.0’s Welltower WELL Stock Holding History

Drucker Wealth 3.0’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
Q2 		$309K Buy
1,362
+3
+0.2% +$634 0.05% 224
2026
Q1 		$269K Buy
1,359
+24
+2% +$4.74K 0.05% 219
2025
Q4 		$248K Buy
1,335
+5
+0.4% +$934 0.04% 232
2025
Q3 		$237K Buy
+1,330
New +$219K 0.04% 232

Other funds holding WELL

CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Drucker Wealth 3.0's WELL Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its Welltower (WELL) stake by 0.22% in Q2 2026, buying an estimated $634 and bringing the position to 1,362 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #224.

Drucker Wealth 3.0 first reported a position in WELL in Q3 2025 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Drucker Wealth 3.0 held 1,362 shares of Welltower worth $309K as of Q2 2026.
  • Drucker Wealth 3.0 bought 3 Welltower shares in Q2 2026, an estimated $634.
  • Welltower made up 0.05% of Drucker Wealth 3.0's portfolio in Q2 2026, its #224 holding.
  • Drucker Wealth 3.0 first reported a position in Welltower in Q3 2025 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.