First Affirmative Financial Network’s Welltower WELL Stock Holding History

First Affirmative Financial Network’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	$787K	Buy	+3,420	New	+$809K	0.17%	113
2026 Q1	$647K	Buy	+3,273	New	+$647K	0.25%	87
2025 Q3	$335K	Sell	1,883 -32	-2%	-$5.26K	0.16%	166
2025 Q2	$294K	Buy	1,915 +28	+1%	+$4.18K	0.15%	181
2025 Q1	$289K	Sell	1,887 -231	-11%	-$32.9K	0.18%	165
2024 Q4	$267K	Buy	2,118 +280	+15%	+$36.8K	0.15%	178
2024 Q3	$235K	Buy	+1,838	New	+$214K	0.13%	218
2022 Q3	–	Sell	-2,920	Closed	-$240K	–	151
2022 Q2	$240K	Sell	2,920 -246	-8%	-$21.9K	0.27%	112
2022 Q1	$304K	Sell	3,166 -14	-0.4%	-$1.22K	0.29%	107
2021 Q4	$273K	Buy	3,180 +161	+5%	+$13.4K	0.25%	121
2021 Q3	$249K	Buy	+3,019	New	+$259K	0.26%	118

Other funds holding WELL

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

First Affirmative Financial Network's WELL Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Welltower (WELL) in Q3 2026: 3,420 shares worth $787K. The stake represents 0.17% of the portfolio and ranks #113 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WELL as recently as Q1 2026.

First Affirmative Financial Network first reported a position in WELL in Q3 2021 and has held it in 11 quarters since. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

First Affirmative Financial Network held 3,420 shares of Welltower worth $787K as of Q3 2026.
Welltower was a new First Affirmative Financial Network position in Q3 2026.
Welltower made up 0.17% of First Affirmative Financial Network's portfolio in Q3 2026, its #113 holding.
First Affirmative Financial Network first reported a position in Welltower in Q3 2021 and has held it in 11 quarters since.
415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.