Foster Group
WELL icon

Foster Group’s Welltower WELL Stock Holding History

Foster Group’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 		$517K Buy
2,247
+53
+2% +$12.5K 0.01% 175
2026
Q2 		$498K Buy
2,194
+118
+6% +$24.9K 0.01% 181
2026
Q1 		$410K Buy
2,076
+166
+9% +$32.8K 0.01% 180
2025
Q4 		$355K Buy
1,910
+10
+0.5% +$1.87K 0.01% 190
2025
Q3 		$338K Buy
1,900
+6
+0.3% +$986 0.01% 188
2025
Q2 		$291K Buy
1,894
+91
+5% +$13.6K 0.01% 200
2025
Q1 		$276K Buy
+1,803
New +$257K 0.01% 169

Other funds holding WELL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Foster Group's WELL Position: Q3 2026 in Review

Foster Group increased its Welltower (WELL) stake by 2.4% in Q3 2026, buying an estimated $12.5K and bringing the position to 2,247 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #175.

Foster Group first reported a position in WELL in Q1 2025 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Foster Group held 2,247 shares of Welltower worth $517K as of Q3 2026.
  • Foster Group bought 53 Welltower shares in Q3 2026, an estimated $12.5K.
  • Welltower made up 0.01% of Foster Group's portfolio in Q3 2026, its #175 holding.
  • Foster Group first reported a position in Welltower in Q1 2025 and has held it in 7 quarters since.
  • 240 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.