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FAI Advisors’s Welltower WELL Stock Holding History

FAI Advisors’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 		$344K Buy
1,494
+19
+1% +$4.49K 0.13% 109
2026
Q2 		$335K Sell
1,475
-6
-0.4% -$1.27K 0.13% 119
2026
Q1 		$293K Sell
1,481
-32
-2% -$6.32K 0.13% 125
2025
Q4 		$281K Sell
1,513
-15
-1% -$2.8K 0.12% 129
2025
Q3 		$272K Buy
1,528
+22
+1% +$3.62K 0.12% 137
2025
Q2 		$232K Buy
1,506
+33
+2% +$4.93K 0.11% 143
2025
Q1 		$226K Buy
+1,473
New +$210K 0.12% 133

Other funds holding WELL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

FAI Advisors's WELL Position: Q3 2026 in Review

FAI Advisors increased its Welltower (WELL) stake by 1.3% in Q3 2026, buying an estimated $4.49K and bringing the position to 1,494 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #109.

FAI Advisors first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • FAI Advisors held 1,494 shares of Welltower worth $344K as of Q3 2026.
  • FAI Advisors bought 19 Welltower shares in Q3 2026, an estimated $4.49K.
  • Welltower made up 0.13% of FAI Advisors's portfolio in Q3 2026, its #109 holding.
  • FAI Advisors first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 921 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.