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Elevation Wealth Partners’s Welltower WELL Stock Holding History

Elevation Wealth Partners’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 		$18.4K Buy
80
+29
+57% +$6.86K 0.01% 710
2026
Q2 		$11.6K Hold
51
– – ﹤0.01% 770
2026
Q1 		$10.1K Hold
51
– – ﹤0.01% 509
2025
Q4 		$9.47K Buy
51
+27
+113% +$5.04K ﹤0.01% 492
2025
Q3 		$4.28K Buy
+24
New +$3.94K ﹤0.01% 507

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Elevation Wealth Partners's WELL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Welltower (WELL) stake by 57% in Q3 2026, buying an estimated $6.86K and bringing the position to 80 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #710.

Elevation Wealth Partners first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Elevation Wealth Partners held 80 shares of Welltower worth $18.4K as of Q3 2026.
  • Elevation Wealth Partners bought 29 Welltower shares in Q3 2026, an estimated $6.86K.
  • Welltower made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #710 holding.
  • Elevation Wealth Partners first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.