GI
WELL icon

GAMMA Investing’s Welltower WELL Stock Holding History

GAMMA Investing’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 		$4.63M Buy
20,126
+1,630
+9% +$385K 0.16% 101
2026
Q2 		$4.2M Buy
18,496
+1,968
+12% +$416K 0.16% 102
2026
Q1 		$3.27M Buy
16,528
+1,262
+8% +$249K 0.15% 103
2025
Q4 		$2.83M Buy
15,266
+1,394
+10% +$260K 0.14% 108
2025
Q3 		$2.47M Buy
13,872
+1,532
+12% +$252K 0.14% 118
2025
Q2 		$1.9M Buy
12,340
+996
+9% +$149K 0.12% 149
2025
Q1 		$1.74M Buy
11,344
+1,380
+14% +$197K 0.13% 140
2024
Q4 		$1.26M Buy
9,964
+881
+10% +$116K 0.11% 164
2024
Q3 		$1.16M Buy
9,083
+2,201
+32% +$257K 0.12% 166
2024
Q2 		$717K Buy
6,882
+2,474
+56% +$242K 0.1% 186
2024
Q1 		$412K Buy
4,408
+498
+13% +$45.1K 0.08% 227
2023
Q4 		$338K Buy
+3,910
New +$339K 0.09% 194

Other funds holding WELL

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

GAMMA Investing's WELL Position: Q3 2026 in Review

GAMMA Investing increased its Welltower (WELL) stake by 8.8% in Q3 2026, buying an estimated $385K and bringing the position to 20,126 shares worth $4.63M. The position accounts for 0.16% of the portfolio, ranked #101.

GAMMA Investing first reported a position in WELL in Q4 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • GAMMA Investing held 20,126 shares of Welltower worth $4.63M as of Q3 2026.
  • GAMMA Investing bought 1,630 Welltower shares in Q3 2026, an estimated $385K.
  • Welltower made up 0.16% of GAMMA Investing's portfolio in Q3 2026, its #101 holding.
  • GAMMA Investing first reported a position in Welltower in Q4 2023 and has held it in 12 quarters since.
  • 46 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.