Financial Designs
WELL icon

Financial Designs’s Welltower WELL Stock Holding History

Financial Designs’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 		$231K Hold
1,005
– – 0.12% 38
2026
Q2 		$228K Sell
1,005
-219
-18% -$46.3K 0.12% 38
2026
Q1 		$242K Buy
+1,224
New +$242K 0.13% 34

Other funds holding WELL

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Financial Designs's WELL Position: Q3 2026 in Review

Financial Designs held its Welltower (WELL) position steady in Q3 2026 at 1,005 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #38.

Financial Designs first reported a position in WELL in Q1 2026 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 621 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Financial Designs held 1,005 shares of Welltower worth $231K as of Q3 2026.
  • Financial Designs left its Welltower share count unchanged in Q3 2026.
  • Welltower made up 0.12% of Financial Designs's portfolio in Q3 2026, its #38 holding.
  • Financial Designs first reported a position in Welltower in Q1 2026 and has held it in 3 quarters since.
  • Financial Designs's Welltower position peaked at $242K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Financial Designs's 13F filing for Q3 2026, filed 9 Oct 2026.