Dynamic Technology Lab’s Welltower WELL Stock Holding History

Dynamic Technology Lab’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	$649K	Buy	+2,818	New	+$666K	0.16%	224
2024 Q2	–	Sell	-4,561	Closed	-$426K	–	1437
2024 Q1	$426K	Buy	+4,561	New	+$413K	0.05%	657
2023 Q4	–	Sell	-4,178	Closed	-$342K	–	1436
2023 Q3	$342K	Buy	+4,178	New	+$344K	0.03%	606
2022 Q2	–	Sell	-2,151	Closed	-$207K	–	1579
2022 Q1	$207K	Buy	+2,151	New	+$187K	0.02%	934
2016 Q4	–	Sell	-3,000	Closed	-$225K	–	1193
2016 Q3	$225K	Buy	+3,000	New	+$230K	0.06%	665
2015 Q3	–	Sell	-12,100	Closed	-$794K	–	1074
2015 Q2	$794K	Buy	12,100 +7,506	+163%	+$538K	0.28%	50
2015 Q1	$355K	Sell	4,594 -1,876	-29%	-$148K	0.15%	282
2014 Q4	$490K	Buy	+6,470	New	+$462K	0.25%	88

Other funds holding WELL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Dynamic Technology Lab's WELL Position: Q3 2026 in Review

Dynamic Technology Lab opened a new position in Welltower (WELL) in Q3 2026: 2,818 shares worth $649K. The stake represents 0.16% of the portfolio and ranks #224 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in WELL as recently as Q1 2024.

Dynamic Technology Lab first reported a position in WELL in Q4 2014 and has held it in 8 quarters since. The position peaked at $794K in Q2 2015. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Dynamic Technology Lab held 2,818 shares of Welltower worth $649K as of Q3 2026.
Welltower was a new Dynamic Technology Lab position in Q3 2026.
Welltower made up 0.16% of Dynamic Technology Lab's portfolio in Q3 2026, its #224 holding.
Dynamic Technology Lab first reported a position in Welltower in Q4 2014 and has held it in 8 quarters since.
Dynamic Technology Lab's Welltower position peaked at $794K in Q2 2015.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Dynamic Technology Lab's 13F filing for Q3 2026, filed 13 Nov 2026.