Maia Wealth
WELL icon

Maia Wealth’s Welltower WELL Stock Holding History

Maia Wealth’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 		$877K Buy
3,808
+644
+20% +$152K 0.12% 163
2026
Q2 		$718K Buy
3,164
+432
+16% +$91.3K 0.11% 178
2026
Q1 		$540K Buy
2,732
+609
+29% +$120K 0.09% 207
2025
Q4 		$442K Buy
2,123
+373
+21% +$69.7K 0.08% 229
2025
Q3 		$334K Buy
+1,750
New +$288K 0.06% 262

Other funds holding WELL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Maia Wealth's WELL Position: Q3 2026 in Review

Maia Wealth increased its Welltower (WELL) stake by 20% in Q3 2026, buying an estimated $152K and bringing the position to 3,808 shares worth $877K. The position accounts for 0.12% of the portfolio, ranked #163.

Maia Wealth first reported a position in WELL in Q3 2025 and has held it in 5 quarters since. 1,347 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Maia Wealth held 3,808 shares of Welltower worth $877K as of Q3 2026.
  • Maia Wealth bought 644 Welltower shares in Q3 2026, an estimated $152K.
  • Welltower made up 0.12% of Maia Wealth's portfolio in Q3 2026, its #163 holding.
  • Maia Wealth first reported a position in Welltower in Q3 2025 and has held it in 5 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

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