Great Diamond Partners’s Welltower WELL Stock Holding History

Great Diamond Partners’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	$4.57M	Sell	19,867 -43	-0.2%	-$10.2K	0.77%	31
2026 Q2	$4.52M	Buy	19,910 +74	+0.4%	+$15.6K	0.78%	33
2026 Q1	$3.92M	Buy	19,836 +347	+2%	+$68.6K	0.75%	34
2025 Q4	$3.62M	Sell	19,489 -240	-1%	-$44.8K	0.7%	34
2025 Q3	$3.51M	Buy	19,729 +2,710	+16%	+$445K	0.68%	33
2025 Q2	$2.62M	Buy	17,019 +1,953	+13%	+$292K	0.55%	47
2025 Q1	$2.31M	Buy	15,066 +10,894	+261%	+$1.55M	0.63%	45
2024 Q4	$526K	Buy	+4,172	New	+$548K	0.14%	114

Other funds holding WELL

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Great Diamond Partners's WELL Position: Q3 2026 in Review

Great Diamond Partners reduced its Welltower (WELL) stake by 0.22% in Q3 2026, selling an estimated $10.2K and leaving 19,867 shares worth $4.57M. The position accounts for 0.77% of the portfolio, ranked #31.

Great Diamond Partners first reported a position in WELL in Q4 2024 and has held it in 8 quarters since. 1,331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Great Diamond Partners held 19,867 shares of Welltower worth $4.57M as of Q3 2026.
Great Diamond Partners sold 43 Welltower shares in Q3 2026, an estimated $10.2K.
Welltower made up 0.77% of Great Diamond Partners's portfolio in Q3 2026, its #31 holding.
Great Diamond Partners first reported a position in Welltower in Q4 2024 and has held it in 8 quarters since.
1,331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.