Inspire Investing
WELL icon

Inspire Investing’s Welltower WELL Stock Holding History

Inspire 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 		$29.8M Sell
129,215
-9,006
-7% -$2.13M 1.25% 7
2026
Q2 		$31.4M Buy
138,221
+38,123
+38% +$8.06M 1.29% 6
2026
Q1 		$19.8M Buy
100,098
+30,839
+45% +$6.09M 1.15% 7
2025
Q4 		$12.9M Buy
69,259
+8,218
+13% +$1.53M 1.16% 9
2025
Q3 		$10.9M Sell
61,041
-7,707
-11% -$1.27M 1.06% 11
2025
Q2 		$10.6M Buy
68,748
+9,686
+16% +$1.45M 1.15% 10
2025
Q1 		$9.05M Buy
59,062
+2,996
+5% +$427K 1.08% 10
2024
Q4 		$7.07M Sell
56,066
-258
-0.5% -$33.9K 0.79% 13
2024
Q3 		$7.21M Buy
56,324
+53,785
+2,118% +$6.28M 0.74% 17
2024
Q2 		$265K Sell
2,539
-2,206
-46% -$216K 0.03% 752
2024
Q1 		$443K Sell
4,745
-152
-3% -$13.8K 0.05% 324
2023
Q4 		$442K Buy
4,897
+464
+10% +$40.3K 0.05% 359
2023
Q3 		$363K Buy
+4,433
New +$365K 0.05% 349
2020
Q2 		– Sell
-204
Closed -$9K – 730
2020
Q1 		$9K Buy
+204
New +$15.1K ﹤0.01% 712
2018
Q1 		– Sell
-13
Closed -$1K – 701
2017
Q4 		$1K Buy
+13
New +$873 ﹤0.01% 895

Other funds holding WELL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Inspire Investing's WELL Position: Q3 2026 in Review

Inspire Investing reduced its Welltower (WELL) stake by 6.5% in Q3 2026, selling an estimated $2.13M and leaving 129,215 shares worth $29.8M. The position accounts for 1.25% of the portfolio, ranked #7.

Inspire Investing first reported a position in WELL in Q4 2017 and has held it in 15 quarters since. The position peaked at $31.4M in Q2 2026. 627 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Inspire Investing held 129,215 shares of Welltower worth $29.8M as of Q3 2026.
  • Inspire Investing sold 9,006 Welltower shares in Q3 2026, an estimated $2.13M.
  • Welltower made up 1.25% of Inspire Investing's portfolio in Q3 2026, its #7 holding.
  • Inspire Investing first reported a position in Welltower in Q4 2017 and has held it in 15 quarters since.
  • Inspire Investing's Welltower position peaked at $31.4M in Q2 2026.
  • 627 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.