LeConte Wealth Management
WELL icon

LeConte Wealth Management’s Welltower WELL Stock Holding History

LeConte Wealth Management’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 		$307K Buy
1,331
+15
+1% +$3.55K 0.16% 118
2026
Q2 		$299K Buy
+1,316
New +$278K 0.16% 103
2025
Q4 		– Sell
-1,437
Closed -$256K – 147
2025
Q3 		$256K Buy
+1,437
New +$236K 0.17% 92

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

LeConte Wealth Management's WELL Position: Q3 2026 in Review

LeConte Wealth Management increased its Welltower (WELL) stake by 1.1% in Q3 2026, buying an estimated $3.55K and bringing the position to 1,331 shares worth $307K. The position accounts for 0.16% of the portfolio, ranked #118.

LeConte Wealth Management first reported a position in WELL in Q3 2025 and has held it in 3 quarters since. 585 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • LeConte Wealth Management held 1,331 shares of Welltower worth $307K as of Q3 2026.
  • LeConte Wealth Management bought 15 Welltower shares in Q3 2026, an estimated $3.55K.
  • Welltower made up 0.16% of LeConte Wealth Management's portfolio in Q3 2026, its #118 holding.
  • LeConte Wealth Management first reported a position in Welltower in Q3 2025 and has held it in 3 quarters since.
  • 585 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.