FIG Financial Advisory Services’s Welltower WELL Stock Holding History

FIG Financial Advisory Services’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	$1.52M	Sell	6,618 -3,747	-36%	-$886K	0.92%	28
2026 Q2	$2.35M	Buy	10,365 +4,012	+63%	+$848K	1.38%	13
2026 Q1	$1.26M	Buy	6,353 +12	+0.2%	+$2.37K	0.79%	44
2025 Q4	$1.18M	Sell	6,341 -1,223	-16%	-$228K	0.75%	42
2025 Q3	$1.35M	Sell	7,564 -83	-1%	-$13.6K	0.84%	37
2025 Q2	$1.18M	Buy	7,647 +529	+7%	+$79.1K	0.79%	40
2025 Q1	$1.09M	Sell	7,118 -950	-12%	-$135K	0.77%	36
2024 Q4	$1.02M	Buy	+8,068	New	+$1.06M	0.69%	47

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

FIG Financial Advisory Services's WELL Position: Q3 2026 in Review

FIG Financial Advisory Services reduced its Welltower (WELL) stake by 36% in Q3 2026, selling an estimated $886K and leaving 6,618 shares worth $1.52M. The position accounts for 0.92% of the portfolio, ranked #28.

FIG Financial Advisory Services first reported a position in WELL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.35M in Q2 2026. 1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

FIG Financial Advisory Services held 6,618 shares of Welltower worth $1.52M as of Q3 2026.
FIG Financial Advisory Services sold 3,747 Welltower shares in Q3 2026, an estimated $886K.
Welltower made up 0.92% of FIG Financial Advisory Services's portfolio in Q3 2026, its #28 holding.
FIG Financial Advisory Services first reported a position in Welltower in Q4 2024 and has held it in 8 quarters since.
FIG Financial Advisory Services's Welltower position peaked at $2.35M in Q2 2026.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.