James T. Borello
WELL icon

James T. Borello’s Welltower WELL Stock Holding History

James T. Borello’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 		$57.8K Buy
251
+3
+1% +$709 0.01% 221
2026
Q2 		$56.3K Sell
248
-1
-0.4% -$211 0.01% 222
2026
Q1 		$49.2K Buy
249
+93
+60% +$18.4K 0.01% 224
2025
Q4 		$29K Buy
156
+65
+71% +$12.1K 0.01% 228
2025
Q3 		$16.2K Buy
+91
New +$15K ﹤0.01% 253

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
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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello's WELL Position: Q3 2026 in Review

James T. Borello increased its Welltower (WELL) stake by 1.2% in Q3 2026, buying an estimated $709 and bringing the position to 251 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #221.

James T. Borello first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 585 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • James T. Borello held 251 shares of Welltower worth $57.8K as of Q3 2026.
  • James T. Borello bought 3 Welltower shares in Q3 2026, an estimated $709.
  • Welltower made up 0.01% of James T. Borello's portfolio in Q3 2026, its #221 holding.
  • James T. Borello first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 585 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.