Formidable Asset Management’s Welltower WELL Stock Holding History

Formidable Asset Management’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	$224K	Buy	+986	New	+$233K	0.03%	370
2019 Q2	–	Sell	-13,725	Closed	-$376K	–	342
2019 Q1	$376K	Buy	+13,725	New	+$1.03M	0.15%	123
2016 Q2	–	Sell	-180	Closed	-$12K	–	425
2016 Q1	$12K	Hold	180	–	–	0.01%	328
2015 Q4	$12K	Hold	180	–	–	0.01%	362
2015 Q3	$12K	Buy	+180	New	+$12K	0.01%	384

Other funds holding WELL

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

Formidable Asset Management's WELL Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Welltower (WELL) in Q3 2026: 986 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #370 among its holdings. This is a return to the name: Formidable Asset Management previously reported a position in WELL as recently as Q1 2019.

Formidable Asset Management first reported a position in WELL in Q3 2015 and has held it in 5 quarters since. The position peaked at $376K in Q1 2019. 776 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Formidable Asset Management held 986 shares of Welltower worth $224K as of Q3 2026.
Welltower was a new Formidable Asset Management position in Q3 2026.
Welltower made up 0.03% of Formidable Asset Management's portfolio in Q3 2026, its #370 holding.
Formidable Asset Management first reported a position in Welltower in Q3 2015 and has held it in 5 quarters since.
Formidable Asset Management's Welltower position peaked at $376K in Q1 2019.
776 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.