Dynamic Advisor Solutions
WELL icon

Dynamic Advisor Solutions’s Welltower WELL Stock Holding History

Dynamic Advisor Solutions’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 		$395K Buy
1,714
+173
+11% +$40.9K 0.01% 730
2026
Q2 		$350K Buy
1,541
+78
+5% +$16.5K 0.01% 801
2026
Q1 		$289K Buy
1,463
+166
+13% +$32.8K 0.01% 816
2025
Q4 		$241K Sell
1,297
-637
-33% -$119K 0.01% 848
2025
Q3 		$345K Buy
1,934
+68
+4% +$11.2K 0.01% 732
2025
Q2 		$287K Buy
1,866
+107
+6% +$16K 0.01% 760
2025
Q1 		$269K Buy
+1,759
New +$251K 0.01% 744
2024
Q4 		– Sell
-3,138
Closed -$402K – 922
2024
Q3 		$402K Buy
3,138
+56
+2% +$6.53K 0.01% 665
2024
Q2 		$321K Sell
3,082
-636
-17% -$62.3K 0.01% 743
2024
Q1 		$347K Buy
3,718
+106
+3% +$9.6K 0.01% 710
2023
Q4 		$320K Buy
3,612
+363
+11% +$31.5K 0.01% 694
2023
Q3 		$266K Buy
+3,249
New +$267K 0.01% 692
2020
Q3 		– Sell
-12,239
Closed -$633K – 651
2020
Q2 		$633K Buy
+12,239
New +$601K 0.09% 243

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Dynamic Advisor Solutions's WELL Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Welltower (WELL) stake by 11% in Q3 2026, buying an estimated $40.9K and bringing the position to 1,714 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #730.

Dynamic Advisor Solutions first reported a position in WELL in Q2 2020 and has held it in 13 quarters since. The position peaked at $633K in Q2 2020. 271 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Dynamic Advisor Solutions held 1,714 shares of Welltower worth $395K as of Q3 2026.
  • Dynamic Advisor Solutions bought 173 Welltower shares in Q3 2026, an estimated $40.9K.
  • Welltower made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #730 holding.
  • Dynamic Advisor Solutions first reported a position in Welltower in Q2 2020 and has held it in 13 quarters since.
  • Dynamic Advisor Solutions's Welltower position peaked at $633K in Q2 2020.
  • 271 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.