Mather Group
WELL icon

Mather Group’s Welltower WELL Stock Holding History

Mather Group’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 		$723K Buy
3,139
+275
+10% +$65K 0.01% 454
2026
Q2 		$650K Buy
2,864
+64
+2% +$13.5K 0.01% 476
2026
Q1 		$554K Buy
2,800
+123
+5% +$24.3K 0.01% 465
2025
Q4 		$497K Buy
2,677
+300
+13% +$56K 0.01% 402
2025
Q3 		$424K Buy
2,377
+30
+1% +$4.93K ﹤0.01% 437
2025
Q2 		$361K Buy
2,347
+51
+2% +$7.62K ﹤0.01% 454
2025
Q1 		$352K Buy
2,296
+243
+12% +$34.6K ﹤0.01% 455
2024
Q4 		$259K Buy
2,053
+75
+4% +$9.8K ﹤0.01% 496
2024
Q3 		$253K Buy
1,978
+41
+2% +$4.78K ﹤0.01% 505
2024
Q2 		$181K Sell
1,937
-8
-0.4% -$784 ﹤0.01% 639
2024
Q1 		$175K Buy
+1,945
New +$176K ﹤0.01% 555

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

Mather Group's WELL Position: Q3 2026 in Review

Mather Group increased its Welltower (WELL) stake by 9.6% in Q3 2026, buying an estimated $65K and bringing the position to 3,139 shares worth $723K. The position accounts for 0.01% of the portfolio, ranked #454.

Mather Group first reported a position in WELL in Q1 2024 and has held it in 11 quarters since. 364 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Mather Group held 3,139 shares of Welltower worth $723K as of Q3 2026.
  • Mather Group bought 275 Welltower shares in Q3 2026, an estimated $65K.
  • Welltower made up 0.01% of Mather Group's portfolio in Q3 2026, its #454 holding.
  • Mather Group first reported a position in Welltower in Q1 2024 and has held it in 11 quarters since.
  • 364 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.