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Mascoma Wealth Management’s Welltower WELL Stock Holding History

Mascoma 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 		$1.61K Sell
7
-1
-13% -$236 ﹤0.01% 471
2026
Q2 		$1.82K Buy
8
+1
+14% +$211 ﹤0.01% 464
2026
Q1 		$1.38K Sell
7
-4
-36% -$790 ﹤0.01% 461
2025
Q4 		$2.04K Buy
+11
New +$2.06K ﹤0.01% 415

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 30.39% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
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
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

Mascoma Wealth Management reduced its Welltower (WELL) stake by 13% in Q3 2026, selling an estimated $236 and leaving 7 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Mascoma Wealth Management first reported a position in WELL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.04K in Q4 2025. 415 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Mascoma Wealth Management held 7 shares of Welltower worth $1.61K as of Q3 2026.
  • Mascoma Wealth Management sold 1 Welltower share in Q3 2026, an estimated $236.
  • Welltower made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #471 holding.
  • Mascoma Wealth Management first reported a position in Welltower in Q4 2025 and has held it in 4 quarters since.
  • Mascoma Wealth Management's Welltower position peaked at $2.04K in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.