Integrated Advisors Network
WELL icon

Integrated Advisors Network’s Welltower WELL Stock Holding History

Integrated Advisors Network’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 		$793K Sell
3,443
-107
-3% -$25.3K 0.04% 370
2026
Q2 		$806K Sell
3,550
-544
-13% -$115K 0.04% 373
2026
Q1 		$809K Sell
4,094
-797
-16% -$158K 0.04% 354
2025
Q4 		$908K Sell
4,891
-107
-2% -$20K 0.04% 367
2025
Q3 		$890K Buy
4,998
+89
+2% +$14.6K 0.04% 384
2025
Q2 		$755K Buy
4,909
+67
+1% +$10K 0.03% 410
2025
Q1 		$742K Buy
4,842
+21
+0.4% +$2.99K 0.04% 370
2024
Q4 		$608K Buy
4,821
+115
+2% +$15.1K 0.03% 408
2024
Q3 		$603K Sell
4,706
-47
-1% -$5.48K 0.03% 423
2024
Q2 		$495K Sell
4,753
-198
-4% -$19.4K 0.03% 447
2024
Q1 		$463K Buy
4,951
+108
+2% +$9.8K 0.02% 479
2023
Q4 		$437K Sell
4,843
-187
-4% -$16.2K 0.02% 473
2023
Q3 		$412K Sell
5,030
-70
-1% -$5.76K 0.03% 474
2023
Q2 		$413K Buy
5,100
+66
+1% +$5.08K 0.02% 483
2023
Q1 		$361K Buy
5,034
+21
+0.4% +$1.52K 0.02% 506
2022
Q4 		$329K Buy
5,013
+392
+8% +$25.2K 0.02% 496
2022
Q3 		$297K Buy
4,621
+29
+0.6% +$2.27K 0.02% 506
2022
Q2 		$378K Sell
4,592
-56
-1% -$4.98K 0.02% 477
2022
Q1 		$447K Sell
4,648
-125
-3% -$10.9K 0.03% 467
2021
Q4 		$409K Buy
4,773
+185
+4% +$15.4K 0.02% 454
2021
Q3 		$378K Buy
4,588
+518
+13% +$44.5K 0.03% 460
2021
Q2 		$338K Buy
4,070
+571
+16% +$43.7K 0.02% 442
2021
Q1 		$251K Buy
+3,499
New +$235K 0.02% 475

Other funds holding WELL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Integrated Advisors Network's WELL Position: Q3 2026 in Review

Integrated Advisors Network reduced its Welltower (WELL) stake by 3% in Q3 2026, selling an estimated $25.3K and leaving 3,443 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #370.

Integrated Advisors Network first reported a position in WELL in Q1 2021 and has held it in 23 quarters since. The position peaked at $908K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Integrated Advisors Network held 3,443 shares of Welltower worth $793K as of Q3 2026.
  • Integrated Advisors Network sold 107 Welltower shares in Q3 2026, an estimated $25.3K.
  • Welltower made up 0.04% of Integrated Advisors Network's portfolio in Q3 2026, its #370 holding.
  • Integrated Advisors Network first reported a position in Welltower in Q1 2021 and has held it in 23 quarters since.
  • Integrated Advisors Network's Welltower position peaked at $908K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.