Merit Financial Group
WELL icon

Merit Financial Group’s Welltower WELL Stock Holding History

Merit Financial 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 		$8.34M Buy
36,235
+1,490
+4% +$352K 0.05% 337
2026
Q2 		$7.89M Buy
34,745
+1,025
+3% +$217K 0.05% 311
2026
Q1 		$6.67M Buy
33,720
+1,603
+5% +$317K 0.05% 320
2025
Q4 		$5.96M Buy
32,117
+2,470
+8% +$461K 0.05% 318
2025
Q3 		$5.28M Buy
29,647
+1,786
+6% +$294K 0.05% 310
2025
Q2 		$4.28M Buy
27,861
+2,575
+10% +$385K 0.05% 317
2025
Q1 		$3.87M Buy
25,286
+729
+3% +$104K 0.06% 270
2024
Q4 		$3.09M Buy
24,557
+4,491
+22% +$589K 0.06% 271
2024
Q3 		$2.57M Sell
20,066
-9,881
-33% -$1.15M 0.06% 244
2024
Q2 		$3.12M Buy
29,947
+124
+0.4% +$12.2K 0.07% 208
2024
Q1 		$2.86M Buy
29,823
+26,262
+737% +$2.38M 0.07% 219
2023
Q4 		$321K Buy
3,561
+49
+1% +$4.25K 0.01% 602
2023
Q3 		$288K Buy
3,512
+768
+28% +$63.2K 0.01% 595
2023
Q2 		$222K Buy
+2,744
New +$211K 0.01% 673

Other funds holding WELL

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Merit Financial Group's WELL Position: Q3 2026 in Review

Merit Financial Group increased its Welltower (WELL) stake by 4.3% in Q3 2026, buying an estimated $352K and bringing the position to 36,235 shares worth $8.34M. The position accounts for 0.05% of the portfolio, ranked #337.

Merit Financial Group first reported a position in WELL in Q2 2023 and has held it in 14 quarters since. 904 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

  • Merit Financial Group held 36,235 shares of Welltower worth $8.34M as of Q3 2026.
  • Merit Financial Group bought 1,490 Welltower shares in Q3 2026, an estimated $352K.
  • Welltower made up 0.05% of Merit Financial Group's portfolio in Q3 2026, its #337 holding.
  • Merit Financial Group first reported a position in Welltower in Q2 2023 and has held it in 14 quarters since.
  • 904 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.