Essential Partners
WELL icon

Essential Partners’s Welltower WELL Stock Holding History

Essential 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 		$163K Hold
707
– – 0.07% 294
2026
Q2 		$160K Hold
707
– – 0.07% 292
2026
Q1 		$140K Buy
707
+26
+4% +$5.14K 0.05% 343
2025
Q4 		$126K Sell
681
-569
-46% -$106K 0.04% 393
2025
Q3 		$223K Buy
1,250
+1,062
+565% +$175K 0.07% 298
2025
Q2 		$28.9K Buy
+188
New +$28.1K 0.01% 582

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

Essential Partners's WELL Position: Q3 2026 in Review

Essential Partners held its Welltower (WELL) position steady in Q3 2026 at 707 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #294.

Essential Partners first reported a position in WELL in Q2 2025 and has held it in 6 quarters since. The position peaked at $223K in Q3 2025. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Essential Partners held 707 shares of Welltower worth $163K as of Q3 2026.
  • Essential Partners left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.07% of Essential Partners's portfolio in Q3 2026, its #294 holding.
  • Essential Partners first reported a position in Welltower in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Welltower position peaked at $223K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.