FFA
WELL icon

Farther Finance Advisors’s Welltower WELL Stock Holding History

Farther Finance 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 		$3.27M Buy
14,190
+782
+6% +$185K 0.02% 569
2026
Q2 		$3.04M Buy
13,408
+2,124
+19% +$449K 0.02% 561
2026
Q1 		$2.24M Buy
11,284
+1,141
+11% +$225K 0.02% 598
2025
Q4 		$1.88M Buy
10,143
+1,675
+20% +$313K 0.02% 609
2025
Q3 		$1.51M Buy
8,468
+1,331
+19% +$219K 0.02% 556
2025
Q2 		$1.1M Buy
7,137
+1,928
+37% +$288K 0.02% 558
2025
Q1 		$803K Buy
5,209
+1,661
+47% +$237K 0.02% 595
2024
Q4 		$447K Sell
3,548
-62
-2% -$8.14K 0.02% 628
2024
Q3 		$462K Buy
3,610
+1,261
+54% +$147K 0.02% 618
2024
Q2 		$244K Buy
2,349
+311
+15% +$30.5K 0.01% 756
2024
Q1 		$187K Buy
2,038
+39
+2% +$3.53K 0.01% 710
2023
Q4 		$180K Buy
1,999
+857
+75% +$74.4K 0.01% 581
2023
Q3 		$93.6K Buy
1,142
+670
+142% +$55.1K 0.01% 586
2023
Q2 		$38.2K Buy
472
+10
+2% +$770 0.01% 752
2023
Q1 		$33.1K Buy
462
+34
+8% +$2.47K 0.01% 736
2022
Q4 		$28.1K Buy
+428
New +$27.5K 0.01% 625

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
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
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Farther Finance Advisors's WELL Position: Q3 2026 in Review

Farther Finance Advisors increased its Welltower (WELL) stake by 5.8% in Q3 2026, buying an estimated $185K and bringing the position to 14,190 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #569.

Farther Finance Advisors first reported a position in WELL in Q4 2022 and has held it in 16 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Farther Finance Advisors held 14,190 shares of Welltower worth $3.27M as of Q3 2026.
  • Farther Finance Advisors bought 782 Welltower shares in Q3 2026, an estimated $185K.
  • Welltower made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #569 holding.
  • Farther Finance Advisors first reported a position in Welltower in Q4 2022 and has held it in 16 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.