Meriwether Wealth & Planning’s Welltower WELL Stock Holding History

Meriwether Wealth & Planning’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	$21.4K	Buy	+93	New	+$22K	0.01%	341

Other funds holding WELL

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Meriwether Wealth & Planning's WELL Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Welltower (WELL) in Q3 2026: 93 shares worth $21.4K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings.

563 funds tracked by Wall St. Rank hold WELL as of Q3 2026.

Meriwether Wealth & Planning held 93 shares of Welltower worth $21.4K as of Q3 2026.
Welltower was a new Meriwether Wealth & Planning position in Q3 2026.
Welltower made up 0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #341 holding.
563 funds tracked by Wall St. Rank held Welltower as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.