McAdam LLC
WELL icon

McAdam LLC’s Welltower WELL Stock Holding History

McAdam LLC’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 		$218K Buy
+948
New +$224K 0.01% 470
2018
Q3 		– Sell
-30
Closed -$2K – 740
2018
Q2 		$2K Sell
30
-440
-94% -$24.5K ﹤0.01% 512
2018
Q1 		$26K Buy
+470
New +$26.5K 0.01% 212

Other funds holding WELL

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

McAdam LLC's WELL Position: Q3 2026 in Review

McAdam LLC opened a new position in Welltower (WELL) in Q3 2026: 948 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: McAdam LLC previously reported a position in WELL as recently as Q2 2018.

McAdam LLC first reported a position in WELL in Q1 2018 and has held it in 3 quarters since. 501 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • McAdam LLC held 948 shares of Welltower worth $218K as of Q3 2026.
  • Welltower was a new McAdam LLC position in Q3 2026.
  • Welltower made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #470 holding.
  • McAdam LLC first reported a position in Welltower in Q1 2018 and has held it in 3 quarters since.
  • 501 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.