LongView Wealth Management
WELL icon

LongView Wealth Management’s Welltower WELL Stock Holding History

LongView 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 		$1.03M Sell
4,457
-82
-2% -$19.4K 0.25% 83
2026
Q2 		$1.03M Sell
4,539
-108
-2% -$22.8K 0.26% 85
2026
Q1 		$980K Sell
4,647
-46
-1% -$9.09K 0.25% 91
2025
Q4 		$876K Sell
4,693
-259
-5% -$48.4K 0.21% 101
2025
Q3 		$882K Buy
4,952
+73
+1% +$12K 0.24% 88
2025
Q2 		$750K Buy
4,879
+8
+0.2% +$1.2K 0.23% 88
2025
Q1 		$746K Sell
4,871
-107
-2% -$15.2K 0.22% 90
2024
Q4 		$627K Sell
4,978
-166
-3% -$21.8K 0.19% 100
2024
Q3 		$659K Sell
5,144
-114
-2% -$13.3K 0.21% 93
2024
Q2 		$548K Buy
5,258
+142
+3% +$13.9K 0.2% 93
2024
Q1 		$478K Buy
5,116
+104
+2% +$9.42K 0.19% 103
2023
Q4 		$449K Buy
+5,012
New +$435K 0.2% 100

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

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

LongView Wealth Management reduced its Welltower (WELL) stake by 1.8% in Q3 2026, selling an estimated $19.4K and leaving 4,457 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #83.

LongView Wealth Management first reported a position in WELL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2026. 331 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • LongView Wealth Management held 4,457 shares of Welltower worth $1.03M as of Q3 2026.
  • LongView Wealth Management sold 82 Welltower shares in Q3 2026, an estimated $19.4K.
  • Welltower made up 0.25% of LongView Wealth Management's portfolio in Q3 2026, its #83 holding.
  • LongView Wealth Management first reported a position in Welltower in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Welltower position peaked at $1.03M in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.