Kintegral Advisory
WELL icon

Kintegral Advisory’s Welltower WELL Stock Holding History

Kintegral Advisory’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 		$4.27M Buy
18,555
+104
+0.6% +$24.6K 0.34% 71
2026
Q2 		$4.19M Hold
18,451
– – 0.34% 70
2026
Q1 		$3.65M Sell
18,451
-818
-4% -$162K 0.35% 78
2025
Q4 		$3.58M Sell
19,269
-527
-3% -$98.4K 0.3% 85
2025
Q3 		$3.53M Sell
19,796
-89
-0.4% -$14.6K 0.3% 86
2025
Q2 		$3.06M Sell
19,885
-30
-0.2% -$4.48K 0.28% 95
2025
Q1 		$3.05M Sell
19,915
-67
-0.3% -$9.5K 0.31% 93
2024
Q4 		$2.52M Sell
19,982
-931
-4% -$122K 0.24% 105
2024
Q3 		$2.68M Sell
20,913
-274
-1% -$32K 0.25% 110
2024
Q2 		$2.21M Sell
21,187
-9,113
-30% -$893K 0.21% 119
2024
Q1 		$2.83M Sell
30,300
-94
-0.3% -$8.51K 0.28% 93
2023
Q4 		$2.74M Sell
30,394
-193
-0.6% -$16.7K 0.3% 92
2023
Q3 		$2.51M Sell
30,587
-18
-0.1% -$1.48K 0.31% 95
2023
Q2 		$2.48M Hold
30,605
– – 0.29% 97
2023
Q1 		$2.19M Sell
30,605
-1,644
-5% -$119K 0.28% 104
2022
Q4 		$2.11M Buy
32,249
+28,116
+680% +$1.81M 0.28% 109
2022
Q3 		$266K Hold
4,133
– – 0.04% 250
2022
Q2 		$340K Buy
4,133
+88
+2% +$7.83K 0.04% 246
2022
Q1 		$389K Buy
4,045
+90
+2% +$7.82K 0.04% 248
2021
Q4 		$339K Hold
3,955
– – 0.04% 253
2021
Q3 		$326K Hold
3,955
– – 0.04% 255
2021
Q2 		$329K Hold
3,955
– – 0.04% 257
2021
Q1 		$283K Hold
3,955
– – 0.04% 260
2020
Q4 		$256K Hold
3,955
– – 0.03% 261
2020
Q3 		$218K Sell
3,955
-127
-3% -$6.97K 0.03% 262
2020
Q2 		$211K Buy
+4,082
New +$201K 0.03% 261
2020
Q1 		– Sell
-3,627
Closed -$297K – 268
2019
Q4 		$297K Hold
3,627
– – 0.05% 256
2019
Q3 		$329K Hold
3,627
– – 0.07% 244
2019
Q2 		$296K Hold
3,627
– – 0.06% 256
2019
Q1 		$281K Buy
+3,627
New +$272K 0.06% 263

Other funds holding WELL

Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kintegral Advisory's WELL Position: Q3 2026 in Review

Kintegral Advisory increased its Welltower (WELL) stake by 0.56% in Q3 2026, buying an estimated $24.6K and bringing the position to 18,555 shares worth $4.27M. The position accounts for 0.34% of the portfolio, ranked #71.

Kintegral Advisory first reported a position in WELL in Q1 2019 and has held it in 30 quarters since. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Kintegral Advisory held 18,555 shares of Welltower worth $4.27M as of Q3 2026.
  • Kintegral Advisory bought 104 Welltower shares in Q3 2026, an estimated $24.6K.
  • Welltower made up 0.34% of Kintegral Advisory's portfolio in Q3 2026, its #71 holding.
  • Kintegral Advisory first reported a position in Welltower in Q1 2019 and has held it in 30 quarters since.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Kintegral Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.