Integrity Advisory Solutions’s Welltower WELL Stock Holding History

Integrity Advisory Solutions’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	$446K	Buy	+1,936	New	+$458K	0.05%	235

Other funds holding WELL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Integrity Advisory Solutions's WELL Position: Q3 2026 in Review

Integrity Advisory Solutions opened a new position in Welltower (WELL) in Q3 2026: 1,936 shares worth $446K. The stake represents 0.05% of the portfolio and ranks #235 among its holdings.

1,422 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Integrity Advisory Solutions held 1,936 shares of Welltower worth $446K as of Q3 2026.
Welltower was a new Integrity Advisory Solutions position in Q3 2026.
Welltower made up 0.05% of Integrity Advisory Solutions's portfolio in Q3 2026, its #235 holding.
1,422 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Integrity Advisory Solutions's 13F filing for Q3 2026, filed 29 Oct 2026.